Bfm Inc. (New York)

Bfm Inc. is a large advisory firm based in New York. It manages $49.5 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Bfm provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bfm: assets under management

The assets under management (AUM) of Bfm Inc. is $49.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.5 million each.

Careers at Bfm Inc.

Basil Constantine Williams has been acting as President since 1 Sep 1996. Sean Patrick Manns joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Barclay Investments	Owner	1 Oct 1994	75% - 100%	6159
Basil Constantine Williams	President/director	1 Sep 1996	Other	717300
Alexander Ribaroff	Director	1 Sep 1996	Other	375105
Basil Constantine Williams	Secretary	1 Feb 1998	Other	717300
Jong Soo Rho	Director/chief operating officer	1 Feb 1999	Other	1258256
Beate Elise Bolen	Compliance officer	1 Mar 2001	Other	853699
Sean Patrick Manns	Chief operating officer	1 Oct 2001	Other	2563396

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Basil Constantine Williams	Ceo/pres/dir	1 Jun 1997	25% - 50%	717300
Basil Constantine Williams	Dir	1 Nov 2001	25% - 50%	717300

Based in New York

The principal office where Bfm Inc. performs its advisory services is located at 693 5 Th Ave., New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.