Overview
ADVISORY BUSINESS
Advisory Firm Description
BPGC was established in May of 2020 and operates as a private investment firm focused
on a global private equity strategy primarily through control oriented private and publicly
traded investments. BPGC is controlled and wholly owned by Mr. Stephen Toy and Mr.
Nadim Qureshi (the “Principals”). As used in this brochure, “we”, “us” and “our” refer to
BPGC and its advisory business.
Types of Advisory Services
BPGC provides investment advisory, sub-advisory and management services to private
funds and other investment vehicles, each a privately placed partnership exempt from
registration under the Investment Company Act of 1940, as amended, and the regulations
promulgated thereunder (each a “Fund” and, collectively, the “Funds”). The relationship
between BPGC and each Fund is governed by the Investment Advisers Act of 1940, as
amended (the “Advisers Act”), as well as the governing documents of each Fund, including
the terms of the investment management
agreements executed between BPGC and the
Funds and investment sub-advisory agreements executed between BPGC and the
investment adviser to and sponsor of each sub-advised Fund.
Tailored Advisory Services
BPGC tailors its advisory services to the investment strategies (as described in Item 8 of
this Brochure), specific terms and conditions of each Fund as described in the private
placement memorandum (“PPM”), governing documents and other offering documents of
each Fund (the “Governing Documents”). These documents include restrictions on
investing in certain instruments or types of assets, including concentration limits and other
restrictions. Fund investors should refer to each Fund’s PPM and other offering materials
for specific information about the applicable Fund.
Client Assets Under Management
As of December 31, 2023, BPGC manages approximately $ 85,797,391 in discretionary
regulatory assets under management and $ 1,240,177,994 in non-discretionary regulatory
assets under management.