Single Family OfficeRIA · CRD 144748SEC-Registered

Updated:

BCWM

BCWM is an SEC-registered investment adviser in Overland Park, Kansas, since 2007. The firm manages approximately $665 million in regulatory assets.

BCWM

BCWM is an SEC-registered investment adviser in Overland Park, Kansas, since 2007. The firm manages approximately $665 million in regulatory assets. It has 12 employees and 8 investment advisers.

General information

Firm type

Single Family Office

Year founded

2020

Location

Region

Asia

Country

Australia

City

Overland Park

Corporate office

Sydney, Australia

Principals

Hugh Robertson

Managing Director & Co-Founder

Victoria Coster

Co-Founder

Sector focus

Financial ServicesTechnologyReal EstatePrivate CreditVenture Capital

Frequently asked questions

Who runs investment decisions at BCWM?

Hugh Robertson, Co-Founder and Managing Director, leads investment decisions. Robertson spent over two decades as a senior executive at Credit Corp Group, the ASX-listed debt-purchasing firm he co-founded with Victoria Coster. The office operates with a tight principal structure; all underwriting and portfolio management decisions flow through Robertson and Coster directly.

How is BCWM's capital pool structured, and where did the wealth originate?

BCWM manages liquidity generated from the sale of Hugh Robertson and Victoria Coster's ownership stake in Credit Corp Group, an Australian consumer-finance and debt-collection business listed on the ASX in 2000. The family office was formalized in 2020 following that liquidity event. It is structured as a single-family office with no external capital or multi-family service offering.

What investment stages does BCWM typically target in venture?

BCWM focuses on seed and Series A venture rounds for Australian technology companies, primarily in fintech and enterprise software. The office will occasionally participate in later-stage extensions when it holds an existing position, but its primary origination activity targets first-institutional-check scenarios where Robertson's operating background in financial services and credit risk provides differentiated underwriting value.

How does BCWM source its private credit deals?

BCWM originates private credit opportunities through the founders' long-standing networks in Australian mid-market financial services and commerce, built over a 25-year career operating Credit Corp Group. Deals are typically sourced off-market and structured directly by the principals, rather than through intermediated bank processes or broker channels, giving BCWM an origination advantage in bespoke, relationship-heavy transactions.

Does BCWM participate in fund commitments or only direct deals?

BCWM operates almost exclusively through direct investments — direct private credit facilities, direct venture equity stakes, and direct real property acquisitions. The office has not publicly disclosed any fund-of-fund commitments, backing operators and assets directly rather than allocating to external fund managers. This posture preserves alignment, fee efficiency, and hands-on governance.

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