BHMS INVESTMENTS, LP

RIASEC RegisteredEst. 2022
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$144M
Accounts
7
Employees
13
Advisory reps
3

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
162554
Registered since
July 28, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bhms Investments, LP is a limited partnership focused on managing pooled private investment vehicles for institutional clients. Registered with the SEC in 2022, the firm operates primarily as a private equity fund manager and takes sponsor/GP and managing-member roles on its vehicles. Its advisory activity is concentrated on portfolio management for pooled investment vehicles rather than individual retail advisory relationships. Fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with traditional private fund economics. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a dedicated capital allocator.

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

Contacts

3 of 3
  • ROBERT SALAMON

    Co-Founder & Managing PartnerCRD 4974839

  • JUSTIN GAINES

    Managing DirectorCRD 5349482

  • KEVIN ANGELIS

    Co-Founder and Managing PartnerCRD 4424020

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

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
285 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth