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.
SEC-registered adviser
Bh Credit Management LLC
Latest filing Aug 19, 2026
First filing on the tape Dec 17, 2021 · 10 filings
SEC status approved since Jan 18, 2022
RAUM
$1.4B
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
55
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.4B as of Aug 19, 2026
Mar 31, 2023$156M then
HNW client RAUM$0 as of Aug 19, 2026
Mar 31, 2023$0 then
State-registered IARs (5.B.3)0 as of Aug 19, 2026
Mar 31, 20230 then
Employees (5.A)55 as of Aug 19, 2026
Mar 31, 202355 then
Private funds3 as of Aug 19, 2026
Mar 31, 20231 then
RAUM +13% over the last fiscal year+106% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 19, 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
- $456MderivedRAUM 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
- +13%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 3reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0derived
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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Barrow Hanley Clo 2 Ltd | Securitized Asset Fund | $415M | 1 | Mar 28, 2024 |
| Barrow Hanley Clo 1 Ltd | Securitized Asset Fund | $394M | 1 | Mar 28, 2024 |
| Barrow Hanley Clo Fund I LP | Private Equity Fund | $114M | 122 | Mar 31, 2023 |
| Barrow Hanley Clo 3 Ltd | Securitized Asset Fund | $18.4M | 1 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Mulvey Hannah Ackels · Cco, Directorcontrolsince 04/2021 · owns less than 5%
- Barron Patricia Chenoweth · Coo, Executive Directorcontrolsince 04/2021 · owns less than 5%
- Lawrence Cory Martin · Ceo, Executive Directorcontrolsince 09/2017 · owns less than 5%
- Scott John Mcdonald · Senior Managing Directorcontrolsince 08/2020 · owns less than 5%
- Layne Erin Sisson · Cfo, Managing Directorcontrolsince 06/2022 · owns less than 5%
Entity owners
- Barrow Hanley Global Investors · Ownerdirect · owns 75% or more
- Perpetual Acquisition Company Limited · Ownerindirect · owns 75% or more of Barrow Hanley Global Investors
- Perpetual Limited · Ownerindirect · owns 75% or more of Perpetual Acquisition Company Limited
- Perpetual US Holding Company Inc · Ownerindirect · owns 50% to 75% of Barrow Hanley Global Investors
Related persons
Schedule D 7.A
- Barrow Hanley Global Investorsinvestment adviseryRAUM $59B
- Bh Credit Holding Gp LLCpooled vehicle sponsorn
Advisers that list Bh Credit Management LLC as a related person
- 105519 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 15 to 14May 12, 2025 to Mar 26, 2026
- Employees · 60 to 55May 12, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.2B to $1.4BMay 12, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.2B to $1.4BMay 12, 2025 to Mar 26, 2026
- RAUM · $1.2B to $1.4BMay 12, 2025 to Mar 26, 2026
- Financial planning clients · 0 to 0Mar 27, 2025 to May 12, 2025
- Accounts · 4 to 3Mar 28, 2024 to Mar 27, 2025
- Pooled vehicle clients · 1 to 3Mar 28, 2024 to Mar 27, 2025
- Assets in custody · 113890154.0 to unsetMar 28, 2024 to Mar 27, 2025
- Custody of client assets · true to falseMar 28, 2024 to Mar 27, 2025
- Employees · 55 to 60Mar 28, 2024 to Mar 27, 2025
- Private funds · 4 to 3Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $850M to $1.2BMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $850M to $1.2BMar 28, 2024 to Mar 27, 2025
- RAUM · $850M to $1.2BMar 28, 2024 to Mar 27, 2025
- Accounts · 1 to 4Jan 16, 2024 to Mar 28, 2024
- Advisory employees · 14 to 15Jan 16, 2024 to Mar 28, 2024
- BD registered reps · 0 to 4Jan 16, 2024 to Mar 28, 2024
- Assets in custody · $156M to $114MJan 16, 2024 to Mar 28, 2024
- Insurance-licensed employees · 10 to 9Jan 16, 2024 to Mar 28, 2024
- Private funds · 1 to 4Jan 16, 2024 to Mar 28, 2024
- Discretionary RAUM · $156M to $850MJan 16, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $156M to $850MJan 16, 2024 to Mar 28, 2024
- RAUM · $156M to $850MJan 16, 2024 to Mar 28, 2024
- Accounts · 0 to 1Dec 21, 2021 to Mar 31, 2023
- Pooled vehicle clients · 0 to 1Dec 21, 2021 to Mar 31, 2023
- Assets in custody · unset to 155875510.0Dec 21, 2021 to Mar 31, 2023
- Custody of client assets · false to trueDec 21, 2021 to Mar 31, 2023
- Employees · 45 to 55Dec 21, 2021 to Mar 31, 2023
- Insurance-licensed employees · 11 to 10Dec 21, 2021 to Mar 31, 2023
- Private funds · unset to 1Dec 21, 2021 to Mar 31, 2023
- Discretionary RAUM · $0 to $156MDec 21, 2021 to Mar 31, 2023
- Pooled vehicle RAUM · $0 to $156MDec 21, 2021 to Mar 31, 2023
- RAUM · $0 to $156MDec 21, 2021 to Mar 31, 2023
Signals
4 dated events
- Bh Credit Management Llc reported RAUM $1.2B, up 43% from $850.2M (2024-03-28 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- Bh Credit Management Llc reported RAUM $850.2M, up 445% from $155.9M (2024-01-16 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Layne Erin Sisson (Cfo, Managing Director) appeared on Schedule A of Bh Credit Management LlcMar 31, 2023 · Control person joined · fact
- Bh Credit Management Llc filed its initial SEC registration (Form ADV)Dec 17, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- BH Credit Management LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bhmsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- barrowhanley.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 214-665-1900reportedpublic record, Form ADV, Aug 19, 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