RIA Intel›Advisers›Connecticut›BHARCAP PARTNERS, LLC

BHARCAP PARTNERS, LLC

Advisory

N·GREENWICH, CT

Data as of Mar 29, 2026 · Source: SEC Form ADV

Total AUM

$3.2B

1-Year AUM Growth

+44.0%

3-Year CAGR

+11.6%

Employees

8

Assets Under Management

Total AUM$3.2B

Discretionary AUM$1.3B

Non-Discretionary AUM$1.9B

Discretionary %40.8%

Total Clients8

Team

Total Employees8

Investment Advisers14

Employee Growth (1Y)+40.0%

Filing History

Total Filings on Record10

First FilingAug 11, 2022

Latest FilingMar 29, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BHARCAP PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.