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BWCP, LP

DALLAS, TX · CRD 305638 · IAPD ↗ · bwcpfund.com · 214-238-5792

$1.23BRegulatory AUM
7Advisory reps
11Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — BWCP, LP crossed $1B in regulatory AUM ($801.6M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
54
April 2025 — BWCP, LP reported RAUM up 55% ($516.0M -> $801.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — BWCP, LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — BWCP, LP crossed $500M in regulatory AUM ($428.7M -> $516.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.