Bsn Gestion De Patrimontos S.A., S.G.C. (Madrid)

Bsn Gestion De Patrimontos S.A., S.G.C. is a large advisory firm based in Madrid. It manages $914.3 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001.

Bsn Gestion De Patrimontos S.A., S.G.C provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bsn Gestion De Patrimontos S.A., S.G.C: assets under management

The assets under management (AUM) of Bsn Gestion De Patrimontos S.A., S.G.C. is $914.3 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $161.12 million in discretionary accounts and $753.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $188.29 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bsn Gestion De Patrimontos S.A., S.G.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bsn Gestion De Patrimontos S.A., S.G.C.

Jose Mercado Garcia has been acting as President since 1 Jul 2001. Santiago Rubio De Casas joined the executive team most recently as the President & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Casto De La Mora Mata	Director	1 Mar 1998	Other	4450688
Jose Salgado Fuertes De Villavicencio	Director	1 Mar 1998	Other	4450708
Teresa Saenz Diez Rojas	Secretary & director	1 Mar 1998	Other	4450713
Santiago Rubio De Casas	President & director	1 Sep 1998	Other	4450679
Jose Mercado Garcia	Director	1 Jul 2001	Other	4450685

Based in Madrid

The principal office where Bsn Gestion De Patrimontos S.A., S.G.C. performs its advisory services is located at Marques De Villamejor, 5, Madrid, 28006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.