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Bi Partners LLC (Darien)


Bi Partners LLC is a mid-sized advisory firm based in Darien. It manages $74.88 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Connecticut.

Bi Partners provides portfolio management for individuals and small businesses, 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.

Bi Partners: assets under management

The assets under management (AUM) of Bi Partners LLC is $74.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.16 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bi Partners LLC 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.

Based in Darien

The principal office where Bi Partners LLC performs its advisory services is located at 777 Post Road, Darien, CT 06820, 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 203 656-2400 or by fax 203 656-2431. The normal business hours are 8am to 5pm on Monday - Friday.


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