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| BHMS Investments LP
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|---|---|
| CRD # | 162554 |
| SEC # | 801-126219 |
| CIK # | |
| AUM | 1,005.5 M (2026-03-27) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 203-653-3558 |
| Address | 285 Riverside Avenue Westport, CT 06880 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | BHMS Investments Fund III LP | [2025-03-31] | 300.0 M | 329.7 M |
| Filed 2024-07-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | INSZ CF LP | [2024-03-28] | 128.3 M | 114.5 M |
| Filed 2023-12-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BHMS Investments Fund II LP | [2022-03-30] | 155.0 M | 308.8 M |
| Filed 2021-01-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Finder's Fee $77,500 · Revenue Decline to Disclose | ||||
| PE | DRH SPV LP | [2022-03-30] | 144.5 M | 82.5 M |
| Filed 2021-05-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | INSZ SPV LP | [2022-03-30] | 27.5 M | 105.2 M |
| Filed 2021-10-01 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BHMS Fund I COI I LP | [2019-03-21] | 12.2 M | 26.2 M |
| Filed 2018-11-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BHMS Investments Fund I LP | [2017-03-10] | 62.9 M | 64.5 M |
| Filed 2017-09-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Finder's Fee $50,000 · Revenue Decline to Disclose | ||||
| PE | Texspv LP | [2015-02-23] | 3.0 M | 2.0 M |
| Filed 2014-03-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Bklynspv LP | [2014-02-10] | 3.8 M | 1.5 M |
| Filed 2014-02-10 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | STX SPV LP | 2014-02-10 | 0.3 M | |
| PE | Hilbspv II LP | [2013-01-29] | 5.8 M | 0.6 M |
| Filed 2014-02-10 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Hilbspv LP | [2012-03-28] | 8.3 M | 0.9 M |
| Filed 2011-06-10 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Ocspv LP | [2012-03-28] | 0.7 M | 0.1 M |
| Filed 2011-03-23 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 1,005.5 |
| (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 | 1,005.5 |
| By Discretionary | ||
| Discretionary | 7 | 1,005.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 1,005.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,005.5 | |
| Total | 7 | 1,005.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Salamon | Executive Officer | 14 | 2 | |
| Kevin Angelis | Executive Officer | 14 | 2 | |
| Bhms Investments Fund II GP LLC | Executive Officer | 2 | 1 | |
| Drh SPV GP LLC | Executive Officer | 1 | 1 | |
| Bhms Investment Fund I GP LLC | Executive Officer | 1 | 1 | |
| Bhms Investments Fund I GP LLC | Executive Officer | 1 | 1 | |
| Co Insz CF GP LLC | Executive Officer | 1 | 1 | |
| Bhms Investments Fund III GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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