BH3 FUND ADVISORS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$585M
Discretionary
$510M
87% of AUM
Avg account
$58.5M
Accounts
10
Employees
29
Advisory reps
6

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

FINTRX

Overview

BH3 Fund Advisors, LLC operates as a private equity fund adviser focused on pooled investment vehicles for institutional clients. The firm acts in sponsor/GP and managing member roles for its funds, running multiple private equity vehicles while also allocating to third‑party alternative managers. Its business model combines percentage‑of‑assets fees with performance‑based fees, consistent with carry structures common in private equity. The adviser is SEC‑registered as of 2024 and identifies as a domestic, individual‑owned entity. It does not position itself as an active ESG investor. Portfolio activity centers on managing closed‑end private equity funds and arranging capital across complementary alternative strategies to meet institutional return targets and liquidity profiles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • MICHELLE GUBER

    Chief Operating OfficerCRD 5399299

  • DANIEL LEBENSOHN

    Co-CEOCRD 7041121

  • OMAR RAYES

    Chief Financial OfficerCRD 7895405

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Contacts

2 of 2
  • ERIC EDIDIN

    Executive ChairmanCRD 2544369

  • JOSHUA BABBITT

    General CounselCRD 7719830

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth