Bdfs Capital LLC
● SEC registered since 2021CRD 287680SEC# 801-120724Rehoboth Beach, DE
Reg. AUM
$411.3M
Employees
9
Accounts
1,743
Location
Rehoboth Beach, DE
Bdfs Capital LLC assets under management
Bdfs Capital LLC is an SEC-registered investment adviser based in Rehoboth Beach, DE. The firm has been registered since 2021. It reports $411.3 million in regulatory assets under management and employs 9 people.
Bdfs Capital LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Black Diamond Financial Solutions Inc Control | Member | Over 75% | 2010 |
| Jeffrey Thomas Puglia Control | President | Under 5% | 2014 |
| Mark Anthony Nehra | Chief Compliance Officer | Under 5% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bdfs Capital LLC manage?
Bdfs Capital LLC reports $411.3 million in regulatory assets under management on its Form ADV.
How many employees does Bdfs Capital LLC have?
Bdfs Capital LLC reports 9 employees.
Where is Bdfs Capital LLC located?
Bdfs Capital LLC is based in Rehoboth Beach, DE and has been SEC-registered since 2021.
Does Bdfs Capital LLC disclose fund performance?
Bdfs Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE 19971 |
| Phone | 302-265-2236 |
| Fax | 302-265-2109 |
| Office hours | 9:00a.m. - 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$411.3M▲ 27%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$411.3Mregulatory AUM
Discretionary $408.3MNon-discretionary $3M