DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••• I••••••••• L•
Latest filing Mar 27, 2026
First filing on the tape Jun 28, 2022 · 7 filings
SEC status approved since Jul 28, 2022
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
13
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$1.0B as of Mar 27, 2026
Mar 31, 2023$500M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 31, 20230 then
Employees (5.A)13 as of Mar 27, 2026
Mar 31, 20238 then
Private funds7 as of Mar 27, 2026
Mar 31, 20235 then
RAUM +6.6% over the last fiscal year+26% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $144MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.0B, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• I••••••••• F••• I•• L• | Private Equity Fund | $273M | 53 | Mar 30, 2022 |
| D•• S••• L• | Private Equity Fund | $152M | 84 | Mar 30, 2022 |
| I••• C•• L• | Private Equity Fund | $128M | 19 | Mar 28, 2024 |
| I••• S••• L• | Private Equity Fund | $65.8M | 10 | Mar 30, 2022 |
| B••• I••••••••• F••• I• L• | Private Equity Fund | $44.7M | 48 | Mar 10, 2017 |
| B••• F••• I• C•• I• L•no longer reported | Private Equity Fund | $26.2M | 8 | Mar 21, 2019 |
| T•••••• L•no longer reported | Private Equity Fund | $2.0M | 15 | Feb 23, 2015 |
| B•••••••• L•no longer reported | Private Equity Fund | $1.5M | 30 | Feb 10, 2014 |
| H••••••• L•no longer reported | Private Equity Fund | $934,000 | 25 | Mar 28, 2012 |
| H•••••• I•• L•no longer reported | Private Equity Fund | $579,000 | 20 | Jan 29, 2013 |
| S•• S••• L• | Private Equity Fund | $264,868 | 10 | Feb 10, 2014 |
| O••••• L•no longer reported | Private Equity Fund | $87,143 | 13 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• K••••• L••• · Authorized Personcontrolsince 01/2011 · owns less than 5%
- G•••••• J•••••• R••• · Managing Director And Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- S••••••• R•••••• L••••• · Authorized Personcontrolsince 01/2011 · owns less than 5%
- A••••••• K••••• L••• · Managing Membercontrolsince 01/2011 · owns 50% to 75% of B••• I•• H•••••••• L••
- A••••••• K••••• L••• · Class A LPcontrolsince 01/2011 · owns 25% to 50% of B••• I••••••••• C•••••• P•••••••• L•
- S••••••• R•••••• L••••• · Class A LPcontrolsince 01/2011 · owns 25% to 50% of B••• I••••••••• C•••••• P•••••••• L•
- S••••••• R•••••• L••••• · Managing Membercontrolsince 01/2011 · owns 50% to 75% of B••• I•• H•••••••• L••
Entity owners
- B••• I•• H•••••••• L•• · General Partnerdirect · owns less than 5%
- B••• I••••••••• C•••••• P•••••••• L• · Limited Partnerdirect · owns 75% or more
- B••• I•• H•••••••• L•• · General Partnerindirect · owns F of B••• I••••••••• C•••••• P•••••••• L•
- B••• S••• I•• L•• · Class B LPindirect · owns F of B••• I••••••••• C•••••• P•••••••• L•
Related persons
Schedule D 7.A
- B••• I••••••••• F••• I• G•• L••pooled vehicle sponsory
- B••• I••••••••• F••• I• G•• L••pooled vehicle sponsory
- B••• I••••••••• G• I••• L••pooled vehicle sponsory
- D•• S•• G•• L••pooled vehicle sponsory
- I••• C• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $943M to $1.0BDec 2, 2025 to Mar 27, 2026
- Employees · 11 to 13Dec 2, 2025 to Mar 27, 2026
- Discretionary RAUM · $943M to $1.0BDec 2, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $943M to $1.0BDec 2, 2025 to Mar 27, 2026
- RAUM · $943M to $1.0BDec 2, 2025 to Mar 27, 2026
- Accounts · 6 to 7Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 7 to 9Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 7Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $665M to $943MMar 28, 2024 to Mar 31, 2025
- Employees · 9 to 11Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 6 to 7Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $665M to $943MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $665M to $943MMar 28, 2024 to Mar 31, 2025
- RAUM · $665M to $943MMar 28, 2024 to Mar 31, 2025
- Accounts · 5 to 6Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 6 to 7Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 6Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $500M to $665MMar 31, 2023 to Mar 28, 2024
- Employees · 8 to 9Mar 31, 2023 to Mar 28, 2024
- Private funds · 5 to 6Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $500M to $665MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $500M to $665MMar 31, 2023 to Mar 28, 2024
- RAUM · $500M to $665MMar 31, 2023 to Mar 28, 2024
- Assets in custody · $333M to $500MJul 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $459M to $500MJul 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $459M to $500MJul 29, 2022 to Mar 31, 2023
- RAUM · $459M to $500MJul 29, 2022 to Mar 31, 2023
- Private funds · 10 to 5Jun 28, 2022 to Jul 29, 2022
Signals
3 dated events
- B••• I••••••••• L• reported RAUM $942.8M, up 42% from $664.8M (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- B••• I••••••••• L• reported RAUM $664.8M, up 33% from $499.6M (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- B••• I••••••••• L• filed its initial SEC registration (Form ADV)Jun 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• I••••••••• L• · Independent Sponsorsshared crd · capital_provider
- B••• I••••••••• L• · Private Equityshared crd · organization
- B••• I••••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bhms-investmentsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bhms.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-653-3558reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026