Bishopsgate Investment Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,570,000
Clients
0
Advisors
1
of 1 employees
About
Bishopsgate Investment Company provides portfolio design and advisory services for wealthy individuals, corporations, institutional investors, pension plans, trusts, foundations, and other investment managers. Its services range from short-term consultation and advisory-only implementation packages to limited discretionary management of pooled vehicles, plus advice on hedging, private financings, and non‑public investments.
The firm’s investment approach centers on structured portfolios that combine fundamental research with stratified statistical sampling to preserve benchmark characteristics while seeking improved relative performance; strategies emphasize low turnover, planned rebalancing, and a long‑term orientation. Bishopsgate supports its process with a proprietary, historically complete research database used for multi-factor analysis and back‑testing to inform sampling and portfolio construction.
Compared with many peers, Bishopsgate routinely offers hourly or fixed‑price consulting and negotiable packaged services in addition to asset‑based management, and it licenses structured‑portfolio strategies to institutional clients through an affiliated research publisher. The firm operates at a relatively small scale for an investment manager (managing roughly $1.57 million in discretionary assets), uses an unbundled service model that expects clients to implement trades through their chosen brokers, and limits its discretionary client slate to a small number of pooled accounts.
Client services
Expertise
Fee options
Negotiated fixed fees for service packages and derivative management services
$0 - $1,000,000: 0.4% annually $1,000,000+: 0.15% annually
$150 per hour
Account minimum: $250,000 Fee-only: $150 per hour for professional services; fixed fees negotiable for packages and derivative management services
Main office
Annandale VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)