Bls Capital Fondsmaeglerselskab A/S (Naerum)


Bls Capital Fondsmaeglerselskab A/S is a large advisory firm based in Naerum. It manages $1.92 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014.

Bls Capital Fondsmaeglerselskab A/S provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and non-us regulated investment company. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bls Capital Fondsmaeglerselskab A/S: assets under management

The assets under management (AUM) of Bls Capital Fondsmaeglerselskab A/S is $1.92 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 312% since the beginning of its operation, and $783.51 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.92 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $384.92 million each.
Bls Capital Fondsmaeglerselskab A/S has custody of $490.34 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bls Capital Fondsmaeglerselskab A/S 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.

What kind of clients Pernille Backhausen serves?

The only and largest group of clients of Pernille Backhausen is pooled investment vehicles with 1 clients and $490.34 million of assets under management. Among the 10 most similar advisory firms, Bls Capital Fondsmaeglerselskab A/S has the 3rd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $490.34 million for 1 clients. 20% of the firm’s clients are foreign persons or businesses.

Bls Capital Fondsmaeglerselskab A/S also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Bls Capital Fondsmaeglerselskab A/S

The company employs 19 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Pernille Backhausen has been acting as President since 1 Jan 2008. David Lee Rishel joined the executive team most recently as the Cco.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Bls Finans A/S Member 1 Jan 2008 75% - 100% fe
Peter Bundgaare Roerdan Ceo, dirctor, partner and portfolie manager 1 Jan 2008 25% - 50% 6322735
Anders Richard Lund Partner, director and portfolio manager 1 Jan 2008 25% - 50% 6322729
Pernille Backhausen Director 1 Jan 2008 Other 6322731
Peter Bundgaard Roerdam Ceo, partner and portfolio manager 1 Jan 2008 Other 6322735
Steen Alexander Juul Jensen Chairman of the board 1 Apr 2009 Other 6322728
Anna Grex Cfo, cco 1 Feb 2013 Other 6443616
Peter Torndal Coo 1 Dec 2013 Other 6322725
Peter Jensen Coo 1 May 2015 Other 6549545
Michelle Vincent Jartved Cco 1 Sep 2016 Other 6724780
David Lee Rishel Cco 1 Mar 2017 Other 2904952
David L. Rishel Cco 1 Mar 2017 Other 6724780

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Alu Invest Aps Shareholder 1 Jan 2008 25% - 50% fe
Pbr Invest Aps Shareholder 1 Jan 2008 25% - 50% fe
Kleinwort Benson (Jersey) Trustees Limited Trustee 1 Nov 2013 Other fe
Tf Family And Humanitarian Trust Member 1 Mar 2014 50% - 75% fe
Anders Richard Lund Trustee 1 Mar 2014 Other 6322729

Based in Naerum

The principal office where Bls Capital Fondsmaeglerselskab A/S performs its advisory services is located at Egebaekvej 98, Naerum, 2850, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 0045-4558-4020 or by fax 0045-4558-4029. The normal business hours are 8.30-17.00 on Monday - Friday. You can find more information about the New York firm at blscapital.dk.