← Tributary

BCPC ADVISORS, LP

BOSTON, MA · CRD 327851 · IAPD ↗ · 617-516-2318

$1.74BRegulatory AUM
272Advisory reps
682Employees
0Clients
n/aPlanning clients
0Private funds
1States
3Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — BCPC ADVISORS, LP crossed $1B in regulatory AUM ($747.7M -> $1.74B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
April 2026 — BCPC ADVISORS, LP grew from 255 to 272 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — BCPC ADVISORS, LP crossed $500M in regulatory AUM ($223.7M -> $747.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — BCPC ADVISORS, LP grew from 227 to 255 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — BCPC ADVISORS, LP grew from 201 to 227 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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