Bp Capital Fund Advisors, LLC

BP Capital Fund Advisors, LLC (BPCFA) is a Dallas-based firm specializing in discretionary portfolio management and investment advisory services for high-net-worth investors. Established in 2013, BPCFA focuses on energy sector investments, primarily in publicly traded equity and debt securities of U.S. energy companies, energy infrastructure MLPs, and corporations involved in the energy sector. The firm's investment strategies aim for long-term growth of capital and income, with a core focus on energy infrastructure master limited partnerships. BPCFA charges management fees based on a percentage of assets under management, typically ranging from 0.50% to 1.25% annually. The firm does not charge performance-based fees and does not have a wrap fee program. BPCFA operates on a discretionary basis, with clients granting the firm investment authority. The firm does not act as a custodian for client assets, which are held by Fidelity. The Investment Committee, led by Portfolio Manager Toby Loftin, oversees investment policies and management, ensuring compliance with client objectives and legal requirements. BPCFA does not compensate third parties for client referrals and does not vote proxies on client securities. The firm's Chief Compliance Officer, Patrick Hurley, ensures adherence to ethical standards and regulatory requirements. BPCFA's principals, Toby Loftin and Patrick Hurley, have extensive experience in energy investments and financial services. They are involved in various business interests related to energy and real estate investments. Clients receive ongoing information about their accounts through the Fidelity Wealthscape platform, with additional reporting available upon request.