BH3 Fund Advisors, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 298967
- Registered since
- June 6, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
BH3 Fund Advisors, LLC is a limited liability company registered with the SEC in 2024 that operates as a private equity fund adviser focused on pooled investment vehicles. The firm’s clients are institutional, and its advisory mandate centers on portfolio management for pooled funds. BH3 also functions as a sponsor, general partner, and managing member of pooled investment vehicles rather than acting purely as a passive allocator. Its fee model combines a percentage of assets under management with performance-based fees. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Michelle Guber
Chief Operating OfficerCRD 5399299
Daniel Lebensohn
Co-CEOCRD 7041121
Omar Rayes
Chief Financial OfficerCRD 7895405
Contacts
2 of 2Eric Edidin
Executive ChairmanCRD 2544369
Joshua Babbitt
General CounselCRD 7719830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 819 Ne 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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