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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 11 37.50%
of those in investment advisory functions 9 50.00%
Registration SEC, Approved, 07/28/2022
Other registrations (1)
Former registrations

BHMS INVESTMENTS, LP

AUM* 942,810,136 88.71%
of that, discretionary 942,810,136 88.71%
Private Fund GAV* 942,810,136 41.82%
Avg Account Size 134,687,162 34.79%
SMA’s No
Private Funds 7 2
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

500M 428M 357M 285M 214M 143M 71M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$942,810,136

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Brochure Summary