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BSP NY LLC

CRD 128557File 801-62417
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$14.24B
Top 10% of cohort (national)
Discretionary AUM
$13.71B
Non-discretionary $526.8M
Clients
37
43 accounts
Employees
18
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Oct 6, 2003
Principal office
ONE MADISON AVENUE, SUITE 1600, NEW YORK, NY, 10010
Phone
212-588-6770

Assets & accounts

ADV Item 5F
Total regulatory AUM
$14.24B
Discretionary AUM
$13.71B
Non-discretionary AUM
$526.8M
Discretionary accounts
41
Non-discretionary accounts
2
Total accounts
43
AUM per client
$384.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$705.0M
Investment companies2$936.4M
Pooled investment vehicles35$10.86B
Pension and profit sharing plansFewer than 5$1.74B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2118decreased by3
Apr 1, 2026Clients4137decreased by4
Apr 1, 2026AUM$14,194,596,926$14,241,569,172increased by$46,972,246
Apr 1, 2026Accounts4143increased by2
May 1, 2025
vs Oct 1, 2022
Employees5021decreased by29
May 1, 2025
vs Oct 1, 2022
DisclosuresYesNo
May 1, 2025
vs Oct 1, 2022
Clients6841decreased by27
May 1, 2025
vs Oct 1, 2022
AUM$19,863,188,018$14,194,596,926decreased by$5,668,591,092
May 1, 2025
vs Oct 1, 2022
Accounts6841decreased by27
Apr 1, 2022Employees5150decreased by1
Apr 1, 2022Clients5968increased by9
Apr 1, 2022AUM$21,451,412,780$19,863,188,018decreased by$1,588,224,762
Apr 1, 2022Accounts5868increased by10
Jun 1, 2021AUM$20,984,101,128$21,451,412,780increased by$467,311,652
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BSP NY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BSP NY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.