B.P. WALSH AND CO., LLC

B.P. WALSH AND CO., LLC of BRANFORD, CT is an SEC-registered investment adviser (CRD 125477). Regulatory assets under management: $11.7M.

Registration

• CRD: 125477
• Type: Registered investment adviser
• Location: 36 PARK PLACE, BRANFORD, CT, 06405
• Phone: 203-208-0632
• Latest filing: 2026-03-10
• Regulatory AUM: $11.7M
• Discretionary AUM: $11.7M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125477 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search