BCCM ADVISORS, LLC
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 291942
- Registered since
- February 26, 2018
- Website
- bccmadvisors.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MICHAEL YEE
Chief Operating OfficerCRD 7243589
GARY KOHLER
Chief Investment OfficerCRD 2592871
Contacts
3 of 3MARK JUNDT
Secretary & DirectorCRD 7148762
NICHOLAS SWENSON
ChairmanCRD 2791646
KATRINA PHILP
DirectorCRD 7148613
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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