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CCO · BPS Capital Management, Inc.

Patrick Dardis

CRD 7645646 · Named on Form ADV at one SEC-registered adviser

At a glance

BPS Capital Management, Inc., an SEC-registered asset manager based in Bloomington, MN with $3.1 billion in regulatory assets, lists Patrick Dardis on its Form ADV as CCO.

Firms and roles

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Patrick’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.