The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: BPV Family of Funds
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

BPV Capital Management
9202 South Northshore Drive
Suite 300
Knoxville, TN  37922
Google Maps

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.

    Sponsored Opportunities

    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
     News Archives
    2022: Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly

    ©All rights reserved to InvestmentWires, Inc. 1997-2022
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use