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| Happy Holidays!! thanks for using AUM13F!! |
| BAM Credit and Insurance Solutions Advisor LLC
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| CRD # | 312792 |
| SEC # | 801-120634 |
| CIK # | 0001895231 |
| AUM | $92.2 B (2025-07-15) |
| Employees | 1,027 (100% Investors, 7% Brokers) |
| Phone | 212-417-7000 |
| Address | Brookfield Place New York, NY 10281 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | Argerich 2022-1 LLC | 2023-03-31 | 56.0 | |
| SA | BACH F1 2022-1 LLC | 2023-03-31 | 33.3 | |
| SA | Boccherini F2 2022-1 LLC | 2023-03-31 | 46.5 | |
| SA | Brahms PP 2022-1 LLC | 2023-03-31 | 23.2 | |
| SA | BST 2022 USD | 2023-03-31 | 31.3 | |
| SA | BST Funding 2022-1 E | 2023-03-31 | 36.3 | |
| SA | BST Funding 2022-2 E | 2023-03-31 | 39.6 | |
| SA | BST Funding 2022-3 E | 2023-03-31 | 41.5 | |
| SA | Bylsma 2022-1 Ltd | 2023-03-31 | 232.5 | |
| SA | Casals 2022-1 Ltd | 2023-03-31 | 232.2 | |
| SA | Dupre 2022-1 Ltd | 2023-03-31 | 217.8 | |
| SA | TX Galileo LLC | 2023-03-31 | 116.0 | |
| SA | TX Hooke LLC | 2023-03-31 | 146.6 | |
| SA | TX Kepler LLC | 2023-03-31 | 117.7 | |
| SA | TX Leibniz LLC | 2023-03-31 | 131.1 | |
| SA | TX Newton LLC | 2023-03-31 | 120.5 | |
| SA | TX WREN LLC | 2023-03-31 | 119.5 | |
| SA | BST Funding 2021 1 | 2022-03-31 | 37.8 | |
| SA | BST Funding 2021 2 | 2022-03-31 | 44.0 | |
| SA | BST Funding 2021 3 | 2022-03-31 | 35.3 | |
| SA | NER Asset HoldCo 1 Ltd | 2022-03-31 | 71.7 | |
| SA | NER Asset HoldCo 2 Ltd | 2022-03-31 | 73.5 | |
| SA | NER Asset HoldCo 3 Ltd | 2022-03-31 | 74.2 | |
| SA | NER Note Issuer 1 Ltd | 2022-03-31 | 0.0 | |
| SA | NER Note Issuer 2 Ltd | 2022-03-31 | 0.0 | |
| SA | NER Note Issuer 3 Ltd | 2022-03-31 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 1.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 23 | 89.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 92.2 |
| By Discretionary | ||
| Discretionary | 6 | 0.2 |
| Non-Discretionary | 21 | 92.0 |
| Total | 27 | 92.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.2 | |
| United States Persons | 75.0 | |
| Total | 27 | 92.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001895231] |
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|---|---|---|
|
Lincoln Financial Investments Corporation
✚
|
PA | 95.9 |
|
Public Trust Advisors LLC
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CO | 94.2 |
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CT | 93.5 |
|
Vanguard Investments Australia Limited
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92.4 | |
|
Blackstone Credit BDC Advisors LLC
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NY | 84.8 |
|
van Eck Associates Corporation
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|
NY | 83.5 |
|
WisdomTree Asset Management Inc
✚
|
NY | 81.7 |
|
Galliard Capital Management LLC
✚
|
MN | 80.4 |
|
Flexpath Strategies LLC
✚
|
CA | 79.9 |
|
Russell Investments Implementation Services LLC
✚
|
WA | 79.7 |