Partner and Co-Founder · Bearing Point Capital
Gregg R. Huberty
CRD 4619936 · Named on Form ADV at one SEC-registered adviser
At a glance
Bearing Point Capital, an SEC-registered wealth manager based in Richfield, MN with $1.1 billion in regulatory assets, lists Gregg R. Huberty on its Form ADV as Partner and Co-Founder, a control person.
Firms and roles
- Bearing Point CapitalPartner and Co-FounderWealth manager · Richfield, MN · $1.1B in regulatory assets
AtlasMembers
Gregg’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Andrew S WarningChief Compliance Officer, Bearing Point Capital
- Patrick L. SmithPartner and Co-Founder, Bearing Point Capital
- Thomas M. HawleyPartner, Co-Founder and Chief Investment Officer, Bearing Point Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.