BPBI is a registered investment advisory firm organized in October 2016 as a Limited Liability Company under the laws of the State of New York. BPBI is wholly owned by Adolfo Rios Oliver. BPBI obtained SEC registration on March 15, 2017. BPBI is dedicated to providing individuals and other types of clients with a wide array of investment advisory services. BPBI offers and seeks to offer asset management services to domestic and international clients, primarily from Mexico. BPBI’s goal is to help our clients meet their financial goals according to their risk tolerance and investment time horizons. We are held to a fiduciary standard that covers our entire investment advisory relationship with you. As a fiduciary, it is BPBI’s duty to always act in the client’s best interest. For example, we are required to monitor your portfolio, investment strategy and investments on an ongoing basis. We are required to identify and eliminate conflicts of interest or tell you about them in a way you can understand, so that you can decide whether to agree to them. BPBI is a service-oriented advisory practice that values long term relations based on trust and results. Types of Advisory Services Offered Comprehensive Portfolio Management As part of our investment services clients are provided asset management and financial planning services. Our services are designed to assist clients meet their financial goals considering their risk-return objectives and liquidity needs via the implementation of a diversified investment strategy. BPBI conducts client meetings to understand their financial situation, assets, liabilities, financial goals and risk tolerance. Based on the above, an investment strategy is presented to the client which is implemented primarily through Exchange Traded Funds (“ETFs”) and as appropriate individual stocks, bonds, mutual funds and other public and private securities or investments. Once the appropriate portfolio has been implemented, portfolios are monitored on an ongoing basis, and if necessary, rebalanced based upon market conditions and the client’s individual needs. Upon client request, BPBI will provide a summary of observations and recommendations for the planning or consulting aspects of this service. Tailoring of Advisory Services BPBI offers individualized investment advice to each of our clients. Each client has his/her own investment portfolio, and the client can place reasonable restrictions on the types of investments to be held in the portfolio. Specific restrictions on investments in certain securities or types of securities sometimes may not be possible for instance when investing through ETF or mutual funds. Independent Third-Party Managers BPBI may select other advisors or third-party managers (“Independent Managers”) to actively manage all or a portion of its clients’ assets. The specific advisory services under which a client engages an Independent Manager will be set forth in a separate written agreement with the designated Independent Manager. In addition to this Brochure, clients will also receive the Brochure and written disclosure documents of the respective Independent Managers engaged to manage their assets. Fees charged to BPBI’s clients by the Independent

Managers depend on several factors, including the size and type of the investment, trading strategy, maturity, and degree of risk. Independent Managers may charge performance fees on realized or unrealized gains in their portfolio. Please refer to the Independent Manager’s Form ADV, for additional information. BPBI does not receive any portion of fees, commissions or other charges from Independent Managers, brokers, or other service providers. BPBI does not receive fees or commissions for recommending any securities, or investments, or a particular Independent Manager. BPBI evaluates a variety of information about Independent Managers, which may include the Independent Managers’ public disclosure documents, materials supplied by the Independent Managers themselves and other third-party analyses from sources we believe to be reliable. We analyze Independent Managers based upon their investment strategies, experience, performance track record, reputations, and fee arrangements. To the extent possible, BPBI seeks to assess the Independent Managers’ investment strategies, past performance and risk results in relation to its clients’ individual portfolio allocations and risk exposure. BPBI also takes into consideration the Independent Manager’s management style, returns, reputation, financial strength, reporting, pricing, and research capabilities, among other factors. On an ongoing basis, BPBI monitors the performance of those accounts being managed by Independent Managers. BPBI seeks to ensure the Independent Managers’ strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests. BPBI also offers sub-advisory services to independent Investment Advisors and or family offices, primarily from Mexico. Participation in Wrap Fee Programs BPBI does not offer Wrap Fee Programs. Family Office Services BPBI also offers the following services to high-net-worth investors and family offices:
• Supervisory oversight of the client's investment portfolios held at various financial institutions and managed by the client’s financial advisors, brokers, private bankers, or portfolio managers (collectively “Financial Intermediaries”);
• Development of an Investment Policy Statement;
• Communicating to the Financial Intermediaries the Client’s objectives and any Client imposed constraints or limitations;
• Sourcing and providing due diligence on investment opportunities;
• Negotiating agreements commissions, fees, and volume discounts, as applicable, between the Client and the Financial Intermediaries and custodian(s);
• Reviewing existing Financial Intermediary and custody arrangements and if appropriate, identifying new financial intermediaries or financial institutions to manage and custody the client’s investment portfolios;
• Coordinating estate planning and trust services;
• Participating in family office meetings and providing educational training to family members. Regulatory Assets Under Management As of December 31, 2023, BPBI has regulatory assets under management of $57,781,29` of which $28,196,487 are managed on a discretionary basis and $29,584,804 are non-discretionary assets under management.