BDC Investment Advisors manages a pooled investment fund (BDC Fund II, LP) and may also manage separate accounts for individual clients. The firm primarily invests in publicly traded business development companies (BDCs) with the goal of generating current income and capital appreciation. BDC Investment Advisors focuses on companies with strong cash flows, experienced management, and substantial dividends.
Assets Under Management$7.3M
Clients1
Advisors2
Avg. per Client$7.3M
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
BDC Investment Advisors charges a percentage of your account each year, plus a cut of the profits. The annual fee is 2% of the account value, charged monthly. In addition, the firm takes 20% of the profits earned each year, after covering any losses from previous years.
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