AdvisorOS Directory
Claim Profile
Unclaimed Profile
KB

Karen Sue Batchelder

CONTEXT BH CAPITAL MANAGEMENT, LP·BALA CYNWYD, Pennsylvania
Clean recordCONTEXT BH CAPITAL MANAGEMENT, LP
401 CITY AVENUE, SUITE 815, BALA CYNWYD, PA 19004CRD# 2179979Firm CRD# 164091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Sue Batchelder · BALA CYNWYD, PA
Registration
CRD #2179979 · CONTEXT BH CAPITAL MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karen Sue Batchelder is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with CONTEXT BH CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Karen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karen is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BHZ CAPITAL MANAGEMENT, LP
BHZ CAPITAL MANAGEMENT, LP
AUM
$153M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BHZ CAPITAL MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2179979
Firm CRD# 164091
View on FINRA BrokerCheck →

Looking for a financial advisor in BALA CYNWYD?

Browse all registered financial advisors in BALA CYNWYD, Pennsylvania or claim this profile if it's yours.

Browse BALA CYNWYD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Karen Sue Batchelder offer?
Karen Sue Batchelder specializes in Retirement Planning. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.
What are Karen Sue Batchelder's credentials?
Karen Sue Batchelder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Sue Batchelder located?
Karen Sue Batchelder is based in BALA CYNWYD, Pennsylvania, working with CONTEXT BH CAPITAL MANAGEMENT, LP. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does Karen Sue Batchelder charge for services?
Karen Sue Batchelder's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTEXT BH CAPITAL MANAGEMENT, LP?
CONTEXT BH CAPITAL MANAGEMENT, LP has approximately 6 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONTEXT BH CAPITAL MANAGEMENT, LP

Ryan Zaffuto
BALA CYNWYD, PA
Kenneth Jason Li
SAN JOSE, CA

More Advisors in BALA CYNWYD, Pennsylvania

Douglas Pierce Doyle
RADCLIFFE CAPITAL MANAGEMENT, L.P.·BALA CYNWYD, PA
Peter Martin Rudnick
RADCLIFFE CAPITAL MANAGEMENT, L.P.·BALA CYNWYD, PA
Neil Mowery
FRANKLIN PARK ASSOCIATES, LLC·BALA CYNWYD, PA
Adele Cirone Oliva
QUAKER PARTNERS MANAGEMENT L.P.·BALA CYNWYD, PA
Robert James Hendershott
CCP BH MANAGEMENT, LLC·BALA CYNWYD, PA
Sean Michael Schmid
PENN INVESTMENT ADVISORS, INC.·BALA CYNWYD, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile