$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Pathway vertex
- Established Date
- 09-21-2020
- Office Locations
- 1
Office Locations
4931 SW 165 AV Miramar FL
About BMH Capital Management LLC
BMH Capital Management LLC is a Miramar, FL registered investment adviser serving retail and institutional clients. The firm provides portfolio construction and asset-allocation guidance, including insurance-related planning, with portfolios primarily implemented via ETFs and public funds and supplemented by cash and fixed income. Custody is reported with Interactive Brokers.
Team overview
64 AVG AGE
$5.0M AVG AUM / ADVISOR
$358.3K AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Atlas crest Atlas
Investment Themes
Zenith beacon
Investment Vehicles
Value quantum
Services
Eagle Catalyst
Technology
Value meridian
Owner & Executives
V
VICTORIA MANZANO
Chief Compliance Officer, Managing Member
- CRD
- #5524605
- Ownership
- 75% or more
(624) 537-9194
ridge.insight@embercapital.com
in linkedin.com/in/legacy-oak
F
FEDERICO HENRIQUE BRANDT CORDOVEZ
Owner
- CRD
- #7477270
- Ownership
- 10% but less than 25%
(511) 524-5883
capital.vector@harborcapital.com
in linkedin.com/in/pathway-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,962,309 | -- |
| Non-Discretionary | $69,216 | -- |
| Total | $10,031,525 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,031,525
Equity - Exchange:
29.8% Public Funds:
14.9% Cash:
31.2% Corporate - Investment Grade:
17.8% U.S. Government/Agency:
6.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,654,098,735 | 29.8% |
| Public Funds | $1,327,049,368 | 14.9% |
| Cash | $2,778,787,938 | 31.2% |
| Corporate - Investment Grade | $1,585,334,144 | 17.8% |
| U.S. Government/Agency | $561,101,410 | 6.3% |
| Total | $8,906,371,595 | 100.0% |