Hard Asset Management, Inc. Pitch Deck (2017) Breakdown

Hard Asset Management (HAM), a subsidiary of BMC Capital, Inc., positions itself as a comprehensive facility for hard assets, including rare coins, precious metals, art, and books. The deck, likely produced around 2017 based on its financial projections, details a business model that combines asset trading with a financing arm. HAM offers liquidity to wealthy individuals by providing loans against physical assets—up to 50% on precious metals and 40% on rare coins—with interest rates ranging from 6-9%. The company emphasizes its regulatory progress, citing multiple SEC comment rounds following…

Key takeaways

• The company is a wholly owned subsidiary of BMC Capital, Inc., which filed its first S-1 in August 2012 (Slide 5).
• Management claims a total market opportunity of $2.5 billion to $3 billion for their specific hard asset niche (Slide 9).
• The business model includes a financing component where clients pay 6-9% interest on loans secured by their hard assets (Slide 11).
• HAM offers a significant tax advantage with a stated corporate tax rate of approximately 4% (Slide 9).
• The company projects rapid scaling, moving from $12 million in revenue in 2017 to $192 million by 2021 (Slide 15).
• Inside ownership of the parent company is high at 85%, with 178.011 million shares outstanding (Slide 5).
• The deck highlights a 'Pending' Board of Directors member, Herschel Walker, emphasizing his celebrity and business background (Slide 7).
• Financial statements for 2014 and 2015 were audited by Turner & Stone, a Dallas-based CPA firm (Slide 5).

Frequently asked questions

What is the primary business model of Hard Asset Management?

Hard Asset Management operates as a full-service facility for high-value physical assets. They facilitate the buying and selling of rare coins, precious metals, art, and books. Beyond brokerage, they provide secure storage in San Juan and a financing arm that allows clients to take out loans against their physical holdings, creating a recurring interest-based revenue stream.

What are the specific terms of their financing program?

According to slide 11, the company provides liquidity to clients through a universal credit line. They offer a loan-to-value (LTV) ratio of up to 50% for precious metals and up to 40% for rare coins. Interest is paid every 30 days, with rates ranging from 6% to 9% depending on the size of the loan.

Who is the target audience for this company?

The deck explicitly targets family offices and wealthy individuals (Slide 13). The service is designed for those who already hold or wish to acquire significant positions in 'hard assets' but require professional storage, a secure trading platform, or liquidity without selling their underlying assets.

What is the regulatory status of the parent company?

BMC Capital, Inc. appears to be in the process of going public or maintaining public reporting status. Slide 5 notes an original S-1 filing in 2012, an update in 2016, and two rounds of SEC comments in early 2017. This suggests the deck was intended for investors comfortable with micro-cap or OTC-level public equities.

What are the projected margins for the business?

Based on the 5-year projection on slide 15, the company operates with a 25% gross profit margin ($3M profit on $12M revenue in 2017). By 2021, they project maintaining this 25% margin at scale. The net income margin is projected to grow from roughly 5% in 2017 to nearly 10% by 2021 as they achieve operational leverage.

Hard Asset Management, Inc. pitch deck: the facts

Company

Hard Asset Management, Inc.

Year

2017

Stage

Late Stage / Pre-IPO

Slides

19

Sector

Alternative Assets / Financial Services

Deck type

Investor Deck

Headquarters

San Juan, Puerto Rico (Operations) / Dallas, TX (Parent)

Hard Asset Management, Inc. pitch deck PDF

The full Hard Asset Management, Inc. deck is embedded on this page and can be read slide by slide in the browser — no download or account required. Each slide is covered in the breakdown above.

What the Hard Asset Management, Inc. pitch deck was used for

This is a 19‑slide investor presentation for Hard Asset Management, Inc., dated January 2017 and positioned as a late‑stage / pre‑IPO opportunity in the alternative assets and financial services sector. The deck presents Hard Asset Management as a Puerto Rico‑domiciled hard asset management firm focused on buying, selling, storing, and financing precious metals, rare coins, and other hard assets, leveraging Act 20 for a low corporate tax rate around 4%. It describes the company as a wholly owned subsidiary of BMC Capital Inc., led by CEO Christian Briggs, and highlights projected 2017 revenue of $3–6 million and a recurring‑revenue business model from trading, storage, and financing services. The presentation appears intended to support an equity raise tied to broader corporate plans involving S‑1 filings and growth of a global hard‑asset depository and trading platform, but no external record of a specific closed round associated with this deck was found.

Business model: Hard Asset Management, Inc. is a wholly owned subsidiary of BMC Capital Inc. that provides full‑service management of hard assets—primarily rare coins and precious metals—for individuals and family offices worldwide, including buying, selling, appraising, and advisory services.

Industry

Precious metals and rare coins dealing; hard asset management / alternative investments.

Headquarters: San Juan, Puerto Rico (company communications and CEO profile reference operations based in Puerto Rico).

What happened after the Hard Asset Management, Inc. deck

Since the 2017 investor deck, Hard Asset Management has remained an active private company in the rare coin and precious‑metals space, expanding its services—including a planned Dallas depository—and building a media presence via the Hard Asset Money Show, but there is no publicly documented evidence that the pre‑IPO framing in the deck culminated in an IPO or a disclosed institutional funding rou

• By 2023–2024, Hard Asset Management was issuing press releases describing itself as one of North America’s largest full‑
• The company launched and continues to promote the Hard Asset Money Show, a media platform hosted by CEO Christian Briggs

What the Hard Asset Management, Inc. deck got right

• Recurring‑revenue model backed by a sizable existing client database. The deck presents a clear three‑pronged recurring‑revenue model—buying/selling, storage, and financing of hard assets—supported by an existing database of approximately 15,000 collectors and investors, which suggests immediate monetization potential from an established client base.
• Distinct tax‑advantaged structure under Puerto Rico Act 20. Hard Asset Management is domiciled in Puerto Rico and claims an approximately 4% corporate tax rate under Act 20, which, if sustained, could significantly enhance net margins and reinvestable cash flows compared to similar businesses in higher‑tax jurisdictions.
• Leadership with decades‑long specialization in rare coins and precious metals. The company is led by CEO Christian Briggs, who is externally described as having been involved in hard assets since 1987 and as the founder and CEO of one of the world’s larger rare coin and precious metals dealers, reinforcing the experience highlighted in the deck.
• Strategic alignment between 2017 depository vision and later execution. The investor presentation’s focus on a high‑capacity, white‑glove depository concept for hard assets is later echoed in a 2024 announcement of a planned state‑of‑the‑art depository in Dallas, providing evidence that the storage expansion strategy articulated in the deck has moved into execution.
• Comprehensive hard‑asset service offering for high‑net‑worth clientele. External communications describe Hard Asset Management as providing full‑service management—buying, selling, appraising, and advisory—for rare coins and precious metals, which supports the deck’s positioning as a comprehensive solution for high‑net‑worth individuals and family offices.
• Sustained positioning as a major player in a growing rare‑coin and precious‑metals market. Subsequent press and company materials continue to reference growth in rare coin demand and the firm’s role as a major dealer, indicating ongoing market relevance in the niche alternative‑asset space the 2017 deck targeted.

What could have been stronger

• Unclear and unverified S‑1 / corporate structure claims. The deck references S‑1 filings and a complex corporate structure but does not provide concrete details such as entities involved, filing dates, or regulatory status, and no external sources corroborate any S‑1 activity for Hard Asset Management or BMC Capital, making this part of the story hard for investors to verify.
• Aggressive market share and revenue projections with limited support. Slides project $3–6 million in 2017 revenue and suggest capturing 30–40% of a $72.6 billion global precious metals and rare coin market, yet the deck does not provide historical financials, audited figures, or a granular market analysis to support these aggressive projections, nor were independent data points found to substantiate them.
• Limited external validation of key executive and board claims. The presentation emphasizes Christian Briggs’s extensive experience, patent holdings, and past fundraising, and introduces Herschel Walker as a pending board member, but externally verifiable details on prior exits, patent portfolio, and Walker’s actual board appointment are not documented in available sources, limiting validation of these credibility claims.
• Sparse operational and risk detail for storage and financing businesses. Although the deck highlights three recurring revenue streams and a high‑capacity depository vision, it provides little operational detail on pricing, utilization, counterparty risk, or regulatory compliance for storage and financing activities, and external communications focus more on depository announcements and media content than on operational metrics.

How an investor would read this deck

What draws attention

• Recurring‑revenue model across trading, storage, and financing of rare coins and precious metals, supported by an existing client database of approximately 15,000 collectors and investors.
• Unique tax positioning via Puerto Rico’s Act 20 regime, yielding an approximately 4% corporate tax rate, which could materially impact net profitability and cash flow if sustainable.
• CEO Christian Briggs’s long‑standing presence in the rare coins and precious metals industry and the positioning of Hard Asset Management as one of the world’s larger full‑service hard‑asset dealers.
• Plans for a high‑capacity, state‑of‑the‑art hard asset depository (later reflected in a 2024 announcement) that could deepen the storage revenue stream and enhance the firm’s value proposition for high‑net‑worth clients.

Risks that stand out

• Difficulty verifying the deck’s references to S‑1 filings and pre‑IPO positioning through external regulatory records raises questions about the maturity of capital‑markets plans and potential regulatory risk.
• The projection of capturing 30–40% of a global $72.6 billion precious metals and rare coin market may signal execution risk if assumptions about market structure and competitive dynamics are overly optimistic.
• Reliance on a favorable Puerto Rico Act 20 tax regime exposes the company to policy and regulatory changes that could materially affect its effective tax rate and after‑tax cash flows.
• A business centered on trading, storing, and financing physical precious metals and rare coins is inherently exposed to market‑price volatility, liquidity constraints, and potential reputational risks, especially given increased media and political attention to alternative assets.

Questions this deck invites

• What are Hard Asset Management’s audited financials from 2015 onward, including actual realized 2017 revenue versus the $3–6 million projection in the deck, and what is the current revenue mix across trading, storage, and financing?
• What specific entities comprise the corporate structure around BMC Capital Inc. and Hard Asset Management, and have any S‑1 registrations or other securities filings actually been made with regulators in connection with the pre‑IPO position
• How is compliance handled for precious‑metals storage and financing (e.g., licensing, insurance, KYC/AML, custody standards), particularly given the Puerto Rico domicile and the later expansion into a Dallas depository?
• What is the concrete customer concentration and retention profile within the stated 15,000‑client database, and how much of that base is actively transacting or using storage/financing services today?
• To what extent are executive track‑record claims (prior exits, patent portfolio size, large past fundraises, and high‑profile board members) independently verifiable, and how do they translate into governance and risk management for Hard As

What founders can take from the Hard Asset Management, Inc. deck

• A hard‑asset management business can present a compelling story when it clearly articulates recurring revenue streams across trading, storage, and financing, but investors still need independently verified financials and conservative market‑share assumptions.
• Leveraging jurisdictional advantages such as Puerto Rico’s Act 20 tax regime can be a differentiator in a pitch, yet it also introduces regulatory and policy‑change risk that must be transparently addressed.
• Highlighting a CEO’s long tenure in a niche industry and positioning the firm as a leading dealer can strengthen credibility, but those claims should be backed by concrete, externally verifiable milestones such as memberships, track record, and client references.
• Ambitious pre‑IPO framing and references to S‑1 filings without clear public documentation can undermine investor confidence; capital‑markets narratives need explicit, checkable details about filings, advisors, and timelines.
• High‑profile names (such as celebrity board candidates) may attract attention, but sophisticated investors focus more on governance structures, risk controls, and the operational robustness of storage and financing businesses.
• For alternative‑asset platforms, linking investor decks to subsequent operational developments—such as depository launches and ongoing market commentary—helps demonstrate execution beyond initial projections, even if specific fundraising outcomes are not disclosed.

Hard Asset Management, Inc. pitch deck: common questions

What does Hard Asset Management, Inc. do?

Hard Asset Management, Inc. is described as a full‑service hard asset management firm and wholly owned subsidiary of BMC Capital Inc. that buys, sells, stores, and finances rare coins and precious metals for individuals and family offices worldwide.

Who leads Hard Asset Management, Inc.?

The deck identifies Christian Briggs as CEO of Hard Asset Management, and external company materials describe him as founder and CEO with experience in rare coins and precious metals dating back to 1987.

What are Hard Asset Management’s main revenue streams according to the deck?

In the 2017 investor deck, the company claims three recurring revenue sources: (1) buying and selling hard assets, (2) storage fees for precious metals and rare coins, and (3) financing activities related to those assets.

Where is Hard Asset Management domiciled and what tax advantage does it claim?

The slides and external materials state that Hard Asset Management is domiciled in Puerto Rico and benefits from Act 20, resulting in an approximate 4% corporate tax rate.

What financial or growth projections does the 2017 investor deck make, and are they independently verified?

The deck projects revenue of approximately $3–6 million for 2017 while emphasizing recurring revenue and a built‑in customer base of about 15,000 collectors and investors; however, no external filings or press releases were found that independently verify those revenue projections or any specific financing round linked to this deck.

Sources

Funding and outcome facts on this page were researched on 2026-08-22 from the pages below.

• Christian Briggs (@BMC_HAM) / Posts / X - Twitter
• Hard Asset Money Show With Christian Briggs Explores CBDCs and Privacy Concerns With Congressman Mark Green
• About BMCHAM - Hard Asset Management, Inc
• Hard Asset Management Investor Deck | PPTX - Slideshare
• Hard Assets Management Investor Presentation
• Hard Asset Management Investor Presentation | PPTX - Slideshare
• Hard Asset Management Investor Presentation | PPTX - Slideshare
• Hard Asset Management Announces Pre-Launch Opening of a High-Capacity State-of-the-Art Hard Asset Depository

Hard Asset Management, Inc. pitch deck slides

What each slide of the Hard Asset Management, Inc. pitch deck says

Slide 3

; ATX | ~~ Hard Assets Management, Inc has the goal of A Ne \ = becoming the single largest facility in the world for Eg” 2 ) the buying, selling, storage and financing of hard No Q by L “a assets, which includes precious metals, rare coins, “i! == “eo \ rereart and rare books. ah. 5 Lan £3 (ik \ HHODOO ~~ am Bo lg 3 go a I J Ry GN Fa —~ os 4 eo Pa GR | HARD ASSET © ¢ MANAGEMENT, INC. SMCHARDASSITS Com sd

Slide 4

Overview Hard Asset Management benefits from three recurring revenue sources. Buying/selling, storing and financing of hard assets, including precious metals and rare coins. CEO Christian Briggs is a 35 year veteran in the precious metals and rare coin industry. The principles, employees of BMC Capital Inc have bought and sold over $500 million in hard assets during their career. Mr. Briggs through his family office have invested and/or loaned around $1 million in BMC Capital Inc. and Hard Asset Management to date over the past 2 years. ' The Hard Asset Management Inc benefits from a low corporate tax rate of around 4% under the Act 20 law due to being domiciled in Puerto Rico. The Company…

Slide 5

Key Facts * BMC Capital Inc. filed its first S-1 in Aug 10th, 2012 + Re-filed updated S-1 September 27th, 2016 * Second round of comments filed January 11%, 2017 * Received new comments from SEC Jan 26th, 2017 * Shares Outstanding: 178.011 million * Float: Estimated to be around 10.5 Million * Inside Ownership: 85% * 2014 and 2015 Financial Statements have been audited by Independent CPA firm, Turner & Stone, located in Dallas, TX - CNOPENE oN

Slide 6

Experienced Management Team Christian Briggs, CEO He has been in the rare coin and hard asset business for over 25 years sold over $500,000,000 in rare coins. He is also a serial entrepreneur and raised $130m an online interactive video platform. He holds over 1000 patents and recently sold part of his digital media software company for $30 million. Thomas Gingerich, CFO 33 years of accounting experience in public and private practice, specializing in tax compliance, structures and tax planning. Former Partner at Lain, Faulkner & Co, PC specializing in forensic accounting. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. Leslie Ball…

Slide 7

Experienced Management Team Herschel Walker, Pending-Board of Directors Heisman Trophy winner at University of Georgia. former professional American football player, bobsledder, sprinter and mixed martial artist. As a college football player, he earned All-American honors three times. He was a star running back at the Dallas Cowboys. He now owns and operates a successful food service and hotel business.

Slide 8

Value Proposition Led by Christian Briggs, a pioneer in planning and managing precious metals and rare coins for family offices and wealthy individuals for over 30 years, Hard Asset Management is the first company to trade, store, and finance hard assets that is domiciled in Puerto Rico, benefiting from Act 20 law, which gives the company an extraordinarily low corporate tax rate around 4%. Its proven sales and servicing model over the years. The company currently has database of approximately 15,000 collectors and investors who buy and sell precious metals and rare coins all over the world. This gives the company built in customer base that will generate immediate, long-term, sustainable r…

Slide 10

Market Opportunity Precious metals, rare coins and rare art are among the most valuable commodities in the world Estimated $2.5-$3 trillion dollars in gold above ground minted over the past 35-40 years Vast majority of gold is not licensed, bonded or in a secure storage facility but held within a private residence $72.6 billion estimated sales of precious metals and rare coins

Slide 12

Global Sales of Precious Metals and Rare Coins Precious metals are among the most valuable commodities in the world. Gold, silver, platinum, palladium and have consistently increased in value throughout the world and will continue to rise. Roughly 1,000 former military bunkers still in existence across Switzerland, several hundred of them have been sold to private individuals who are now operating them as private storage sites for the gold stash of the world's wealthiest of billionaires. With a collective estimated sales of precious metals and rare coins of $72.6 billion, HAM has the potential to capture 30-40% of the market share over the next 5-10 years. RARE COINS 2015 Estimated Sales

Slide text above is read directly from the Hard Asset Management, Inc. deck PDF embedded on this page.

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