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Bearing Point Capital, LLC

● SEC registered since 2024CRD 332023SEC# 801-130682Richfield, MN
Export (members)
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

10 reported
NameTitleOwnershipSince
2.0 Capital, LLC ControlMember25-50%2024
Andrew S WarningChief Compliance OfficerUnder 5%2025
Gregg Richard Huberty ControlPartner And Co-FounderUnder 5%2024
Grh Capital, LLC ControlMember25-50%2024
Patrick Louis Smith ControlPartner And Co-FounderUnder 5%2024
Th6 Holdings, LLC ControlMember25-50%2024
Thomas Matthew Hawley ControlPartner, Co-Founder And Chief Investment OfficerUnder 5%2024
Gregg Richard Huberty ControlOwnerOver 75%2024
Patrick Louis Smith ControlOwnerOver 75%2024
Thomas Matthew Hawley ControlOwnerOver 75%2024

Frequently 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

Address2 Meridian Crossings, Suite 320, Richfield, MN 55423
Phone952-800-6301
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.11B▲ 22%
Mar '25 — $907.5MApr '25 — $907.5MMay '25 — $907.5MJun '25 — $907.5MJul '25 — $907.5MAug '25 — $907.5MSep '25 — $907.5MOct '25 — $907.5MNov '25 — $907.5MDec '25 — $907.5MJan '26 — $907.5MFeb '26 — $907.5MMar '26 — $1.11BApr '26 — $1.11BMay '26 — $1.11BJun '26 — $1.11BJul '26 — $1.11BAug '26 — $1.11B
Mar '25Form ADV, monthlyAug '26

How this firm compares

Regulatory AUMTop 31%
Larger than 69% of 16,340 advisers
EmployeesTop 51%
More than 49% of 16,820 advisers

Assets under management

$1.11Bregulatory AUM
Discretionary $1.11B