Bmcm Finance

RIASEC Registered
Total AUM
$87.8K
Discretionary
$87.8K
100% of AUM
Avg account
$87.8K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
314711
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bmcm Finance is a very small, privately held corporate advisory that operates as a commodity pool operator or commodity trading advisor while providing discretionary portfolio management to both individuals/small businesses and to institutional or business clients. The firm charges fees as a percentage of assets under management and reports an explicit preference for exchange-traded equities as its primary allocation. It does not identify as an ESG-focused manager, and it is not positioned as a multi-state adviser or a pension consultant. On the allocation side, Bmcm Finance lists relationships with third‑party managers across several alternative asset categories—venture capital, hedge funds, real estate, commodities and oil & gas—which indicates the firm’s willingness to include non‑traditional strategies alongside public equities. Given the firm’s structure and CPO/CTA activity, commodity and futures strategies could be part of its tactical toolset or offered via pooled vehicles.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 83%, Cash & Cash Equivalents 9%, Derivatives 8%83%
  • Exchange Traded Equities83%
  • Cash & Cash Equivalents9%
  • Derivatives8%

Contacts

1 of 1
  • Bruno Calisto Miranda

    Bruno Calisto Miranda

    President and OwnerCRD 7411451

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth