BFSG, LLC · Tank Allocator Loader

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BFSG, LLC

UUIDe0944d0c-719b-588e-b007-2f29caf59b3c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	143617	143617	—	1.0
cik	0001706836	1706836	—	—
sec_file_number	801-67796	801-67796	—	—

Profile

Websitehttps://www.bfsg.com

HQ CityIRVINE

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

BENEFIT FINANCIAL SERVICES GROUP adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)1,290,227,768.0
RAUM (discretionary)1,289,713,098.0
Actionable assets1,084,036,654.0
Accounts855.0

Institutional Clients

Government AUM19,589,158.0
Pension AUM9,387,371.0
Charitable AUM27,736,784.0
HNW AUM1,002,271,323.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ALLBEE, MICHAEL, ANGELO	VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018379", "owner_id": "5411348", "source": "adv_part1", "table": "Schedule_A_B"}
CAMPBELL, JOHN, CHRISTOPHER	CO-PRESIDENT	OFFICER	—	{"filing_id": "2018379", "owner_id": "4393592", "source": "adv_part1", "table": "Schedule_A_B"}
CD&R FERDINAND CO-INVESTOR, L.P.	PARTNER	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CD&R FERDINAND HOLDINGS, L.P.	PARTNER	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CLAYTON, DUBILIER & RICE FUND XII, L.P.	PARTNER	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FERDINAND FFP PARENT, INC.	MEMBER	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOCUS FINANCIAL PARTNERS INC.	MEMBER	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOCUS FINANCIAL PARTNERS, LLC	MEMBER	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOCUS OPERATING, LLC	MEMBER (MANAGER)	OFFICER	—	{"filing_id": "2018379", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LAU, GRACE	CO-PRESIDENT	OFFICER	—	{"filing_id": "2018379", "owner_id": "2766928", "source": "adv_part1", "table": "Schedule_A_B"}
POWERS, PATRICK, DAVID	CO-PRESIDENT	OFFICER	—	{"filing_id": "2018379", "owner_id": "1583912", "source": "adv_part1", "table": "Schedule_A_B"}
ROWEY, CHRISTOPHER, SCOTT	VICE PRESIDENT	OFFICER	—	{"filing_id": "2018379", "owner_id": "1601388", "source": "adv_part1", "table": "Schedule_A_B"}
SCHACKMAN, MARTINA, MARIE	VICE PRESIDENT	OFFICER	—	{"filing_id": "2018379", "owner_id": "2198637", "source": "adv_part1", "table": "Schedule_A_B"}
STEWART, DARREN, ROBERT	VICE PRESIDENT AND SECRETARY	OFFICER	—	{"filing_id": "2018379", "owner_id": "5178972", "source": "adv_part1", "table": "Schedule_A_B"}
YAMSHON, STEVEN, LEE	CO-PRESIDENT	OFFICER	—	{"filing_id": "2018379", "owner_id": "1522101", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/26/2025 09:46:44 AM",
  "filing_id": "2018379",
  "reg_type": "IA"
}
```