Bearing Point Capital, LLC
● SEC registered since 2024CRD 332023SEC# 801-130682Richfield, MN
Reg. AUM
$1.11B
Employees
7
Accounts
896
Location
Richfield, MN
Bearing Point Capital, LLC assets under management
Bearing Point Capital, LLC is a registered investment adviser overseen by the SEC based in Richfield, MN. The firm has been registered since 2024. It reports $1.1 billion in regulatory assets under management and employs 7 people.
Bearing Point Capital, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2025 |
| Gregg Richard Huberty Control | Partner And Co-Founder | 25-50% | 2024 |
| Patrick Louis Smith Control | Partner And Co-Founder | 25-50% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bearing Point Capital, LLC manage?
Bearing Point Capital, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Bearing Point Capital, LLC have?
Bearing Point Capital, LLC reports 7 employees.
Where is Bearing Point Capital, LLC located?
Bearing Point Capital, LLC is based in Richfield, MN and has been SEC-registered since 2024.
Does Bearing Point Capital, LLC disclose fund performance?
Bearing Point Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Meridian Crossings, Suite 320, Richfield, MN 55423 |
| Phone | 952-800-6301 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $1.11B