BHMS INVESTMENTS, LP
Adviser information for BHMS INVESTMENTS, LP last updated from Form ADV on March 28th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $664.8M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $664.8M |
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 | 6 | $664.8M |
| 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 | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126219 |
|---|---|
| SEC ERA File Number | 801-126219 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162554 |
| Legal Entity Identifier | None |
Principal Office
355 RIVERSIDE AVENUEWESTPORT
CT
United States
Monday - Friday, 9 AM - 6 PM
Tel: 203-653-3558, Fax: 646-805-4118
Chief Compliance Officer
JUSTIN GAINES
MANAGING DIRECTOR
355 RIVERSIDE AVENUE
WESTPORT
CT
United States
Tel:
203-653-3558
J************@******************M
(Full email address available in API data)
Regulatory Contact
ROBERT SALAMON
PARTNER
355 RIVERSIDE AVENUE
WESTPORT
CT
United States
Tel:
646-695-3045
R**@******************M
(Full email address available in API data)
Industry Affiliates
| BHMS INVESTMENTS FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BHMS INVESTMENTS FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BHMS INVESTMENTS GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| DRH SPV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSZ CF GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BHMS INVESTMENTS FUND I, LP | Private Equity Fund | $44.7M | $0.3M | 48 |
| BHMS INVESTMENTS FUND II, LP | Private Equity Fund | $273.2M | $0.3M | 53 |
| DRH SPV, LP | Private Equity Fund | $152.4M | $0.3M | 84 |
| INSZ CF, LP | Private Equity Fund | $128.3M | $0.3M | 19 |
| INSZ SPV, LP | Private Equity Fund | $65.8M | $0.3M | 10 |
| STX SPV, LP | Private Equity Fund | $0.3M | $0.1M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SALAMON, ROBERT, LIPMAN | Individual | – | AUTHORIZED PERSON | 01/2011 | < 5% |
| ANGELIS, KEVIN, LAPP | Individual | – | AUTHORIZED PERSON | 01/2011 | < 5% |
| BHMS ICP HOLDINGS, LLC | Domestic Entity | – | GENERAL PARTNER | 01/2011 | < 5% |
| BHMS INVESTMENTS CAPITAL PARTNERS, LP | Domestic Entity | – | LIMITED PARTNER | 01/2011 | > 75% |
| SALAMON, ROBERT, LIPMAN | Individual | BHMS ICP HOLDINGS, LLC | MANAGING MEMBER | 01/2011 | 50-75% |
| ANGELIS, KEVIN, LAPP | Individual | BHMS ICP HOLDINGS, LLC | MANAGING MEMBER | 01/2011 | 50-75% |
| SALAMON, ROBERT, LIPMAN | Individual | BHMS INVESTMENTS CAPITAL PARTNERS, LP | CLASS A LP | 01/2011 | 25-50% |
| GAINES, JUSTIN, REED | Individual | – | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |
| ANGELIS, KEVIN, LAPP | Individual | BHMS INVESTMENTS CAPITAL PARTNERS, LP | CLASS A LP | 01/2011 | 25-50% |
| BHMS SEED II, LLC | Domestic Entity | BHMS INVESTMENTS CAPITAL PARTNERS, LP | CLASS B LP | 01/2011 | |
| BHMS ICP HOLDINGS, LLC | Domestic Entity | BHMS INVESTMENTS CAPITAL PARTNERS, LP | GENERAL PARTNER | 01/2011 |