B
Bishopsgate Investment Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,570,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Bishopsgate Investment Company provides portfolio design and advisory services for wealthy individuals, corporations, institutional investors, pension plans, trusts, foundations, and other investment managers. Its services range from short-term consultation and advisory-only implementation packages to limited discretionary management of pooled vehicles, plus advice on hedging, private financings, and non‑public investments.
The firm’s investment approach centers on structured portfolios that combine fundamental research with stratified statistical sampling to preserve benchmark characteristics while seeking improved relative performance; strategies emphasize low turnover, planned rebalancing, and a long‑term orientation. Bishopsgate supports its process with a proprietary, historically complete research database used for multi-factor analysis and back‑testing to inform sampling and portfolio construction.
Compared with many peers, Bishopsgate routinely offers hourly or fixed‑price consulting and negotiable packaged services in addition to asset‑based management, and it licenses structured‑portfolio strategies to institutional clients through an affiliated research publisher. The firm operates at a relatively small scale for an investment manager (managing roughly $1.57 million in discretionary assets), uses an unbundled service model that expects clients to implement trades through their chosen brokers, and limits its discretionary client slate to a small number of pooled accounts.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Real estate investing
Fee options
Negotiated fixed fees for service packages and derivative management services
$0 - $1,000,000: 0.4% annually $1,000,000+: 0.15% annually
$150 per hour
Account minimum: $250,000 Fee-only: $150 per hour for professional services; fixed fees negotiable for packages and derivative management services
Main office location
Bishopsgate Investment Company
Fairfax VA, United States
Number of offices
1
Most active in
Bishopsgate Investment Company has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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