Bank / Wealth / TrustRIA · CRD 288133SEC-Registered

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BPBI

BPBI is an SEC-registered investment adviser in New York, NY, registered since 2017. The firm manages $51 million in assets, with $12 million on a...

BPBI logo

BPBI

BPBI is an SEC-registered investment adviser in New York, NY, registered since 2017. The firm manages $51 million in assets, with $12 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

Location

Region

Latin America

Country

Mexico

City

New York

Corporate office

Mexico City, Mexico

Frequently asked questions

What asset classes does BPBI allocate to on behalf of its clients?

BPBI's core allocations center on Mexican fixed income, both sovereign and corporate, where bank-affiliated managers hold a structural advantage in local markets. The firm also deploys capital into direct real estate across Mexico's primary metropolitan areas and participates in private equity through fund commitments and occasional direct co-investments. Venture capital and international early-stage technology are not material to its strategy.

How does BPBI source its investment opportunities?

BPBI's origination pipeline is largely internal to its parent banking group. Real estate and private-equity opportunities surface through the bank's corporate lending relationships, while fixed-income execution draws on the group's established Mexican market infrastructure. This closed-loop model creates a sourcing advantage in local, relationship-driven transactions but limits exposure to fully external, competitive auction processes.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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