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Bedell Frazier Investment Counselling, LLC.

CRD 107326SEC# 801-57272Walnut Creek, CA
Export (members)
No longer SEC-registered. Bedell Frazier Investment Counselling, LLC. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$872.2M
Employees
12
Accounts
1,918
Location
Walnut Creek, CA

Bedell Frazier Investment Counselling, LLC. assets under management

Bedell Frazier Investment Counselling, LLC. operates as an SEC-registered investment adviser based in Walnut Creek, CA. It reports $872.2 million in regulatory assets under management and employs 12 people.
View on SEC.gov ↗

Bedell Frazier Investment Counselling, LLC. owners & executives

13 reported
NameTitleOwnershipSince
Bluespring Wealth Partners, LLC ControlOwnerOver 75%2020
Meredith Miriam Rosen ControlPresident/Chief Compliance OfficerUnder 5%2013
Pradeep JayaramanPresident Of BluespringUnder 5%2024
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Frequently asked questions

How much does Bedell Frazier Investment Counselling, LLC. manage?

Bedell Frazier Investment Counselling, LLC. reports $872.2 million in regulatory assets under management on its Form ADV.

How many employees does Bedell Frazier Investment Counselling, LLC. have?

Bedell Frazier Investment Counselling, LLC. reports 12 employees.

Where is Bedell Frazier Investment Counselling, LLC. located?

Bedell Frazier Investment Counselling, LLC. is based in Walnut Creek, CA.

Does Bedell Frazier Investment Counselling, LLC. disclose fund performance?

Bedell Frazier Investment Counselling, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
Office hours8a.m. To 5p.m.
Discloses disciplinary historyNo

Regulatory AUM

$872.2M▲ 8%
Mar '25 — $805.1MApr '25 — $805.1MMay '25 — $805.1MJun '25 — $805.1MJul '25 — $805.1MAug '25 — $805.1MSep '25 — $805.1MOct '25 — $805.1MNov '25 — $805.1MDec '25 — $805.1MJan '26 — $805.1MFeb '26 — $805.1MMar '26 — $872.2MApr '26 — $872.2MMay '26 — $872.2MJun '26 — $872.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$872.2Mregulatory AUM
Discretionary $872.2M