Bmcm Finance
Firm details
- Headquarters
- ,
- CRD number
- 314711
- Website
- bmcmfinance.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents9%
- Derivatives8%
Contacts
1 of 1
Bruno Calisto Miranda
President and OwnerCRD 7411451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations