BCCM ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
291942
Registered since
February 26, 2018

Firm profile

FINTRX

Overview

Bccm Advisors, LLC is an SEC-registered investment adviser established in 2018 and organized as a limited liability company. The firm’s activity is centered on managing private investment funds rather than providing broad retail advisory services. Public disclosures characterize the firm as unclassified and indicate it does not act as a capital allocator or an active ESG investor. The available record points to a private-funds business model: the firm operates its own hedge fund vehicles and maintains a small, closely held ownership structure for those funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL YEE

    Chief Operating OfficerCRD 7243589

  • GARY KOHLER

    Chief Investment OfficerCRD 2592871

Contacts

3 of 3
  • MARK JUNDT

    Secretary & DirectorCRD 7148762

  • NICHOLAS SWENSON

    ChairmanCRD 2791646

  • KATRINA PHILP

    DirectorCRD 7148613

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
5000 W 36th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth