BRIXEY & MEYER CAPITAL LLC
Adviser information for BRIXEY & MEYER CAPITAL LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-114409 |
|---|---|
| SEC ERA File Number | 802-114409 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299465 |
| Legal Entity Identifier | None |
Principal Office
201 E. FOURTH STREETSUITE 1550
CINCINNATI
OH
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 513-762-2210, Fax: None
Chief Compliance Officer
PATRICK ODELL
MANAGING DIRECTOR
201 E. FOURTH STREET
SUITE 1550
CINCINNATI
OH
United States
Tel:
937-206-3328
P************@************M
(Full email address available in API data)
Industry Affiliates
| BRIXEY & MEYER | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BMC GROWTH FUND II LLC | Private Equity Fund | $35.2M | $0.3M | 69 |
| BMC GROWTH FUND III, LLC | Private Equity Fund | $60.7M | $0.1M | 99 |
| BMC GROWTH FUND LLC | Private Equity Fund | $9.4M | $0.1M | 46 |
| BMC MEZZANINE FUND I LLC | JUNIOR CAPITAL FUND | $5.3M | $0.3M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Brixey, David | Individual | – | CHIEF EXECUTIVE OFFICER | 11/2015 | 25-50% |
| Meyer, Douglas | Individual | – | INVESTMENT COMMITTEE MEMBER | 11/2015 | 25-50% |
| Odell, Patrick | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | 11/2015 | 5-10% |
| CED CAPITAL, LLC | Domestic Entity | – | MEMBER | 01/2022 | 25-50% |
| DAVIS, CLAUDE | Individual | CED CAPITAL, LLC | MEMBER | 01/2022 | 25-50% |
| HAINES, JUSTIN, RAY | Individual | – | CHEIF FINANCIAL OFFICER | 02/2023 | < 5% |