Registered Investment Advisors. "Let's take the next step together"

Capability Statement

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CAPABILITY STATEMENT AS OF 1st August 2018

Bellwether Capital Management LP (“Bellwether”) is a State Registered Investment Adviser designed to objectively provide advice without conflict of interest to commercial, not for profit and government organizations. Our mission is to be transparent with our clients and provide advice that is truly in their best interest. We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal. We offer private individuals, corporations and self-managed superannuation funds professional financial planning, consulting and asset management services. We guide and advise our clients to the best solutions which will suit their personal, corporate and other enterprise needs and strive constantly to develop new solutions to meet their investment needs in the future.

Bellwether Capital management LP is a registered Investment advisor and MWBE licensed firm with New York City, Port Authority of New York/New jersey etc...............A complete description of Bellwether Capital Management LP services can be found at Sec;Gov website here.XXXX and on our Licensing and Certification Page.

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for individuals, corporations, government entities, including private and public equity and debt investment services

As a MWBE (Minority Owned Small Business) with SBA 8(a) & HUBZone certification, Bellwether is committed to excellence and creating innovative and flexible solutions for our State and Federal clients.

What sets Bellwether apart from the competition?

Our People

Performance-Based Processes

Integrated Solutions Teams

Client Relationship Management

Strategic Mix of Technology and Business

Registrations Licenses and Certifications:

Federal Certifications, State Certifications: City Certifications Certifications Bellwether Capital Management is a egisteredInvest.

Core Capabilities

Our technology experts and business professionals analyze research, design and implement solutions in the areas of: (SEE BELLWETHER CAPITAL WEBSITE!)

FINANCIAL PLANNING

PORTFOLIO MANAGEMENT

Our Consulting Services focus on integrated solutions designed to enhance the performance of your organization  By incorporation of industry best practices into your business processes and management strategies, we can help you stay ahead of the competition and better serve your customers. Our services include;

Business Strategy & Planning Support

Change Management & Facilitation Support

CMMI Process Development and Assessment Services

Security Assessment

Financial/Statistical Analysis

Training

Technology

Our Technology Services focus on developing robust, secure and stable technology solutions for your

business. By incorporating common sense solutions into seemingly daunting deliverables, we can ensure

at the start of the project that we will safely deliver the product to completion. Our services include:

Application & Web, Design & Development

Commercial Off the Shelf (COTS) Integration

Data Cleansing & Conversion

Database Design, Development, & Maintenance

Architecture Solutions

Verification & Validation Service

Federal Certification

SBA –

SBA – HUBZone

SBA – SDB

Contract Vehicles

GSA IT Sched-70 GS-35F-1234

District of Columbia MOBIS Supply Schedule-(DCSS)

State of Maryland-(CATS#)

State Certifications

District of Columbia

WMATA-(DBE)

District of Columbia-(CBE)

Maryland

MDOT-(MBE/DBE)

Small Business Reserve (SBR)

Virginia

MWAA-DBE & LDBE

VA-SWaM

Local Government

Prince George’s County, MD-(MBE)

Howard County, MD-(MBE)

Quasi Government

Washington Suburban Sanitary Commission-(WSSC)

Non-Government

NMSDC-The Minority Supplier Development Council - MD/DC MSDC (MBE)

US Pan Asian American Chamber of Commerce (USPAACC-MBE)

Sample – Major Clients

Commercial Government

Accenture Department of Consumer

& Regulatory

Commercial Government

Price Waterhouse

Cooper

Department of

Employment Services,

DC

Bearing Point Maryland Department of

Transportation (MDOT)

AstraZeneca Office of Chief Technology

Officer, DC

Midwest Consulting WMATA

Choice Hotels

International

Office of Chief Financial

Officer, DC

Optimal Solutions &

Technology

DC Public Schools

North American Industry Classification System (NAICS) , PSC Codes and NIGP Codes

523- Securities, Commodity Contracts, and Other Financial Investments and Related Activities

 5231 Securities and Commodity Contracts Intermediation and Brokerage

523920 – Portfolio Management

523930 – Investment Advice

523910 – Miscellaneous Intermediation

523110 – Investment Banking and Securities Dealing

523120 – Securities Brokerage

523130 – Commodity Contracts Dealing

523140 – Commodity Contracts Brokerage

523210 – Securities and commodity Exchanges

523991 – Trust, Fiduciary and Custody Activities

523999 – Miscellaneous Financial Investment Activities

Sample – Partners/Authorized Reseller

R710- Financial Services

R799: Other Management Support Services

SIC Codes

6282 - Investment Advice

6371 - Pension, Health, and Welfare Funds

6733 - Trusts, except Educational, Religious, and Charitable

6799 - Investors, not elsewhere classified

NGIP Codes

94600, 94648, 94649, 94656, 91849, 94675

ESD H-0267 FINANCIAL CONSULTANTS
ESD I-2322 INVESTMENT MANAGEMENT
ESD H-0364 INVESTMENT BANKERS
ESD I-2322 INVESTMENT MANAGEMENT

General Information

Registered Company Name: Bellwether Capital Management LP

Year Incorporated: November 14th 2002

State of Incorporation: New York

Corporation Type: Limited Partnership

D-U-N-S Number:  079215741

CAGE Code: 7Z8S6

CONTACT INFORMATION

110 Wall Street, 6th floor

New York NY USA 10005

Phone: (212) 289 1450

Email: info@bellwether.capital

Web: www.Bellwether.Capital

Government POC: Mr. Aidan Doyle

Print Version - PDF

 

Call Us Now 212 289 1450
Emal Us info@bellwether.capital
Our Company One World Trade Center, NYC
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