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Bk Management I, Inc. (Westport)


Bk Management I, Inc. is a large advisory firm based in Westport. It manages $188 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.

Bk Management I provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bk Management I: assets under management

The assets under management (AUM) of Bk Management I, Inc. is $188 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $188 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bk Management I, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Bk Management I, Inc. performs its advisory services is located at 991 Post Road East, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-341-0607 or by fax 203-341-0645. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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