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VentureFirmpe with venture activity · probableregistered_investment_adviser

Bhms Investments, LP

Venture Capital

Westport, CT

BHMS Investments is a private investment firm focused on the North American middle market.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:f803e905-1865-4984-a118-db10cb85fad0

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 2:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 19
On other graphs: 3
Observed: Sep 12, 2026 to Sep 17, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Bhms Investments, LP

Capital provider to sponsors · shared crd

Private Equityidentity

Bhms Investments, LP

Private equity manager · shared crd

RIA / Wealth Managementidentity

BHMS INVESTMENTS, LP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 11
Vintages: 2013 to 2021
Reported GAV: $536Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $665M
Funds with fundraising evidence: 0derived
Investments: 0
Portfolio companies: 0
Investments, 12m: 0
Partner-attributed: 0
People: 16
Investment professionals: 12derived
Co-investors: 0derived
LP relationships: 0
Latest Form D: Oct 1, 2021
Latest ADV filing: Mar 28, 2024
Website: bhmsinvestments.com

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV
Bhms Investments Fund II, LP	2021	Mature	$155M	$273M
Insz Spv, LP	2021	Mature	$27.5M	$65.8M
DRH Spv, LP	2021	Mature	$144M	$152M
Bhms Fund I Coi I, LP	2019	Wound down	n/a	$26.2M
Bhms Investments Fund I, LP	2016	Harvest	$62.9M	$44.7M
Texspv, LP	2015	Wound down	n/a	$2.0M
Bklynspv, LP	2014	Wound down	n/a	$1.5M
Stxspv, LP	2014	Harvest	n/a	$264,868
Hilbspv II, LP	2013	Wound down	n/a	$579,000
Ocspv, LP	n/a	Wound down	n/a	$87,143
Hilbspv, LP	n/a	Wound down	n/a	$934,000

Relationships

Employs (16)

→ Ryan TrischettaPersonAssociate
factThe subject's own site
→ Jacob FreemanPersonAnalyst
factThe subject's own site
→ Nicholas LuzzoPersonAssociate
factThe subject's own site
→ Kevin AngelisPersonManaging Partner
factThe subject's own site
→ Robert SalamonPersonManaging Partner
factThe subject's own site
→ Justin GainesPersonManaging Director
factThe subject's own site
→ David HansenPersonManaging Director
factThe subject's own site
→ Anthony RecinePersonManaging Director
factThe subject's own site
→ Will RabkePersonGeneral Counsel
factThe subject's own site
→ Jeffrey MichaelPersonPrincipal
factThe subject's own site
→ Colin KnoxPersonPrincipal
factThe subject's own site
→ Matthew MendenhallPersonPrincipal
factThe subject's own site
→ Jeff GoldmanPersonVice President
factThe subject's own site
→ Kevin Lapp AngelisPersonClass A Lp
Jan 1, 2011 to presentfactForm ADV
→ Robert Lipman SalamonPersonClass A Lp
Jan 1, 2011 to presentfactForm ADV
→ Justin Reed GainesPersonManaging Director And Chief Compliance Officer
Jan 1, 2022 to presentfactForm ADV

Manages (11)

→ Hilbspv, LPFundPrivate Equity Fund
Mar 28, 2012 to presentfactForm ADV
→ Hilbspv II, LPFundPrivate Equity Fund
Jan 29, 2013 to presentfactForm ADV
→ Stxspv, LPFundPrivate Equity Fund
Feb 10, 2014 to presentfactForm ADV
→ Texspv, LPFundPrivate Equity Fund
Feb 23, 2015 to presentfactForm ADV
→ Bhms Investments Fund I, LPFundPrivate Equity Fund
Mar 10, 2017 to presentfactForm ADV
→ Bhms Fund I Coi I, LPFundPrivate Equity Fund
Mar 21, 2019 to presentfactForm ADV
→ Bhms Investments Fund II, LPFundPrivate Equity Fund
Mar 30, 2022 to presentfactForm ADV
→ Insz Spv, LPFundPrivate Equity Fund
Mar 30, 2022 to presentfactForm ADV
→ DRH Spv, LPFundPrivate Equity Fund
Mar 30, 2022 to presentfactForm ADV
→ Ocspv, LPFundPrivate Equity Fund
Mar 28, 2012 to presentfactForm ADV
→ Bklynspv, LPFundPrivate Equity Fund
Feb 10, 2014 to presentfactForm ADV

Owns (3)

← Bhms Icp Holdings, LLCFirmGeneral Partner
Jan 1, 2011 to presentfactForm ADV
← Bhms Investments Capital Partners, LPFirmLimited Partner
Jan 1, 2011 to presentfactForm ADV
← Bhms Seed II, LLCFirmClass B Lp
Jan 1, 2011 to presentfactForm ADV

Dated events

17 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 1, 2022
Person joined
Justin Reed Gaines joined Schedule A of Bhms Investments, LP as Managing Director And Chief Compliance Officer
Form ADVobserved 8 days ago
Occurred
Mar 28, 2012
Adviser's first ADV filing
Bhms Investments, LP first filed Form ADV (ERA)
Form ADVobserved 8 days ago

Show 17 bookkeeping events

Occurred
Mar 30, 2022
Bhms Investments Fund II, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $156,860,744
Occurred
Mar 30, 2022
Bhms Fund I Coi I, LP no longer reported on Form ADV by Bhms Investments, LP
Occurred
Mar 30, 2022
DRH Spv, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $167,246,861
Occurred
Mar 30, 2022
Insz Spv, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $33,000,000
Occurred
Mar 30, 2020
Texspv, LP no longer reported on Form ADV by Bhms Investments, LP
Occurred
Mar 30, 2020
Ocspv, LP no longer reported on Form ADV by Bhms Investments, LP
Occurred
Mar 30, 2020
Bklynspv, LP no longer reported on Form ADV by Bhms Investments, LP
Occurred
Mar 21, 2019
Bhms Fund I Coi I, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $12,078,000
Occurred
Mar 13, 2018
Hilbspv II, LP no longer reported on Form ADV by Bhms Investments, LP
Occurred
Mar 13, 2018
Hilbspv, LP no longer reported on Form ADV by Bhms Investments, LP
Occurred
Mar 10, 2017
Bhms Investments Fund I, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $45,269,829
Occurred
Feb 23, 2015
Texspv, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $3,000,000
Occurred
Feb 10, 2014
Stxspv, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $1,650,000
Occurred
Feb 10, 2014
Bklynspv, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $3,825,000
Occurred
Jan 29, 2013
Hilbspv II, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $5,750,000
Occurred
Mar 28, 2012
Ocspv, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $775,000
Occurred
Mar 28, 2012
Hilbspv, LP first reported on Form ADV by Bhms Investments, LP (Private Equity Fund), GAV $9,300,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 website (Form ADV), 2 work emails (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Ryan Trischetta (Associate), Jacob Freeman (Analyst), Nicholas Luzzo (Associate), Kevin Angelis (Managing Partner), Robert Salamon (Managing Partner), Justin Gaines (Managing Director), David Hansen (Managing Director), Anthony Recine (Managing Director), Will Rabke (General Counsel), Jeffrey Michael (Principal), Colin Knox (Principal), Matthew Mendenhall (Principal).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Venture Capital
Canonical id: dfx:vc:f803e905-1865-4984-a118-db10cb85fad0
First observed: Sep 12, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Bhms Investments, LP

Venture Capital

Westport, CT

BHMS Investments is a private investment firm focused on the North American middle market.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:f803e905-1865-4984-a118-db10cb85fad0

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 2:13 AM UTC and rebuilt at most every 15 minutes.