Investment adviser · CRD 337570
BCM CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
NORTHFIELD, IL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $126M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $126,287,008 | 100.0% |
Filing source
Form ADV 2055338 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BROADFIELD INCOME FUND LPOther Private Fund · Last reported Mar 27, 2026$65.8MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-7145512523
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
Form ADV 2055338 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BROADFIELD PARTNERS LPOther Private Fund · Last reported Mar 27, 2026$60.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WIPFLI LLP
PCAOB 344
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-4173308700
- Reported beneficial owners
- 69
- Minimum commitment
- $100K
Form ADV 2055338 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
2 NORTHFIELD PLAZA, SUITE 315NORTHFIELD, IL, 60093, United States
CRD 337570
Filing source
Form ADV 2055338 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.