Bmi Capital Corporation (New York)

Bmi Capital Corporation is a large advisory firm based in New York. It manages $196 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Connecticut, and 14 other states.

Bmi Capital Corporation provides portfolio management for individuals and small businesses and 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.

Bmi Capital Corporation: assets under management

The assets under management (AUM) of Bmi Capital Corporation is $196 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $196 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $515.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bmi Capital Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bmi Capital Corporation

Anthony Brean Murray has been acting as President since 1 Mar 1992. Kenneth John Kirsch joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Garrison Hickey	Secretary	1 Mar 1985	Other	1285201
Joan Marie Finsilver	Executive vice president	1 Mar 1989	Other	872658
Anthony Brean Murray	Chairman	1 Mar 1992	Other	343523
Norman Charles Fields	Vice president	1 Mar 1992	Other	207355
Bmi Holding Corp.	Holding company	1 Jan 1998	75% - 100%	13-2803447
Robert Stephen Anderson	President	1 Jan 1998	Other	5516
Ralph Moss Kaplan	Executive vice president	1 Jan 1998	Other	264152
Fred Ehrman	Vice chairman	1 Feb 1998	Other	76300
Kenneth John Kirsch	Chief financial officer	1 Apr 2000	Other	1671480
Vincent P Sarnatora	Compliance director	1 Oct 2001	Other	2307052
Jerome Seymour Baron	President	1 Mar 2004	Other	13158
Gabriel Anthony Iezzoni	Compliance officer	1 Aug 2004	Other	1243767
Melvin Steve Herman	Chief operating officer	1 Aug 2004	Other	1867613
Joseph Arthur Bailey	Chief compliance officer	1 Jul 2005	Other	2981737
Bmur Investment Holdings Llc	Holding company	1 Oct 2005	75% - 100%	20-3437306
Kenneth John Kirsch	Chief financial officer	1 Nov 2005	Other	1671480

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Brean Murray	Chairman	1 Jan 1998	75% - 100%	343523

Based in New York

The principal office where Bmi Capital Corporation performs its advisory services is located at 570 Lexington 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.

You can reach the main office by calling the phone number 212-702-6601 or by fax 212-702-6651. The normal business hours are 9 am to 5 pm on Monday - Friday.