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ONEPOINT BFG Wealth Partners
ONEPOINT BFG WEALTH PARTNERS is an SEC-registered investment adviser in PARSIPPANY, NJ, registered since 2022. The firm manages $15.1 billion in assets.
Overview
ONEPOINT BFG WEALTH PARTNERS is an SEC-registered investment adviser in PARSIPPANY, NJ, registered since 2022. The firm manages $15.1 billion in assets. It has 205 employees and 104 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at ONEPOINT BFG Wealth Partners?
The firm's investment decisions are overseen by its founding principals, whose identities are not publicly disclosed. The executive team includes professionals with backgrounds in private equity and real estate. The firm does not publish a formal investment committee structure.
How does ONEPOINT BFG source proprietary deal flow?
The firm sources deals through its affiliation with the ONEPOINT Group, which owns operating companies in real estate and financial services. This network provides access to direct investment opportunities. Additionally, it builds relationships with GPs for co-investment rights.
What investment stages does ONEPOINT BFG typically target?
ONEPOINT BFG targets mid-market companies with established revenue and growth potential. It focuses on growth-stage private equity and expansion-stage venture capital. The firm is not known to invest in early-stage startups or distressed assets.
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