|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| BHMS Investments LP
✚
|
|
|---|---|
| CRD # | 162554 |
| SEC # | 801-126219 |
| CIK # | |
| AUM | $942.8 M (2025-03-31) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 203-653-3558 |
| Address | 355 Riverside Avenue Westport, CT 06880 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BHMS Investments Fund III LP | [2025-03-31] | 300.0 | 313.6 |
| PE | INSZ CF LP | [2024-03-28] | 128.3 | 92.1 |
| PE | BHMS Investments Fund II LP | [2022-03-30] | 155.0 | 269.5 |
| PE | DRH SPV LP | [2022-03-30] | 144.5 | 137.6 |
| PE | INSZ SPV LP | [2022-03-30] | 27.5 | 83.9 |
| PE | BHMS Fund I COI I LP | [2019-03-21] | 12.2 | 26.2 |
| PE | BHMS Investments Fund I LP | [2017-03-10] | 62.9 | 45.8 |
| PE | Texspv LP | [2015-02-23] | 3.0 | 2.0 |
| PE | Bklynspv LP | [2014-02-10] | 3.8 | 1.5 |
| PE | STX SPV LP | 2014-02-10 | 0.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 942.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 942.8 |
| By Discretionary | ||
| Discretionary | 7 | 942.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 942.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 942.8 | |
| Total | 7 | 942.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Salamon | 14 | ||
| Kevin Angelis | 14 | ||
| BHMS Investments Fund II GP LLC | 2 | ||
| BHMS Investments Fund I GP LLC | 1 | ||
| DRH SPV GP LLC | 1 | ||
| BHMS Investment Fund I GP LLC | 1 | ||
| Co Insz Cf GP LLC | 1 | ||
| BHMS Investments Fund III GP LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dundee Maestro Management LP
✚
|
1.0 | |
|
The Banc Funds Company LLC
✚
|
IL | 1.0 |
|
Petrichor Healthcare Capital Management LP
✚
|
NY | 0.9 |
|
Snapdragon Capital Partners LLC
✚
|
0.9 | |
|
Folium Capital LP
✚
|
MA | 0.9 |
|
Palm Beach Capital Management III LLC
✚
|
FL | 0.9 |
|
Round Hill Music LP
✚
|
TN | 0.9 |
|
Blue Water Advisors LP
✚
|
FL | 0.9 |
|
Partners for Growth Managers LLC
✚
|
CA | 0.9 |
|
Weatherford Capital Management LLC
✚
|
FL | 0.9 |