RIA Intel›Advisers›Pennsylvania›BPU INVESTMENT MANAGEMENT, INC.

BPU INVESTMENT MANAGEMENT, INC.

Advisory

N·PITTSBURGH, PA

Data as of Dec 13, 2019 · Source: SEC Form ADV

Total AUM

$517M

1-Year AUM Growth

-4.4%

3-Year CAGR

-8.9%

Employees

24

Assets Under Management

Total AUM$517M

Discretionary AUM$497M

Non-Discretionary AUM$20M

Discretionary %96.2%

Total Clients—

Team

Total Employees24

Investment Advisers24

Employee Growth (1Y)—

Filing History

Total Filings on Record43

First FilingApr 26, 2001

Latest FilingDec 13, 2019

🔒 Full AUM trend chart and 43 historical filings spanning 18+ 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 BPU INVESTMENT MANAGEMENT, INC.

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