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MFWire: BPV Family of Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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BPV Capital Management
9202 South Northshore Drive
Suite 300
Knoxville, TN  37922
Google Maps

Contact
Main Phone: 865-243-8000
Web Site: www.backporchvista.com

Mutual Fund Brand(s)
BPV Family of Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    In the summer of 2016, BPV liquidated its mutual funds and exited the asset management business. BPV's parent, Northshore Management, bought a majority stake in Fiveworx, and BPV transformed into Finworx, a fintech startup focused on supporting FA's client communications. Finworx has both employee-stakeholders and outside investors.

    BPV traces its roots to 2001, when former dotcom entrepreneur Mike West opened Northshore Management as a family office. In 2009 he created BPV Wealth Management, and BPV entered the mutual fund business in November 2011 with the launch of BPV Core Diversification Fund and BPV Wealth Preservation Fund.

    In 2012 BPV Wealth Management rebranded as BPV Capital Management.

    In 2014, BPV bought New Jersey-based Skyview Investment Advisors, a mutual fund subadvisor.

    In 2015, BPV bought Florida-based Cain Brothers Asset Management, an institutional asset manager.

    BPV Capital Management was built on the simple belief that all investors deserve the ability to retire well. In their view, every individual should have the ability to achieve his or her own “back porch vista” through careful planning and saving. In their evolution from family office, to advisor, and finally to a family of funds, they sat in every chair at the table, which the BPV team saw as offering a unique understanding of the challenges each member of the BPV family faces. To West and his team, the back porch vista concept is a state mind.


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    Key People:
    Mike West
    Chairman, Founder, Finworx
    Jeremy Floyd
    President, CEO, Finworx
    Philip Fulmer
    Partner, Finworx
    Story Archive for BPV Capital Management
    Published On Story Headline Publication
    1/3/2017 From Acquisitive Fund Firm to FinTech Startup MFWire.com
    4/8/2015 There's No Question This Tennessee Shop Will Keep Deal-Hunting MFWire.com
    4/7/2015 BPV Makes a Deal, Septuples Its AUM MFWire.com
    12/10/2014 A Tennessee Fund Firm Buys a New Jersey Subadvisor MFWire.com
    7/23/2014 Mike West Invites More Managers to His Back Porch MFWire.com
    7/7/2014 An Ex-Lord Abbett Partner Bumps Up BPV's Distro MFWire.com
    6/18/2013 A Knoxville Shop Looks to Adopt a Few Good Managers MFWire.com
    4/16/2012 BPV Rebrands Following its Foray into '40 Act Funds MFWire.com
    11/25/2011 Knoxville's Back in the Mutual Fund Game MFWire.com
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