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Bhms Investments, LP

● SEC registered since 2022CRD 162554SEC# 801-126219Westport, CT
Export (members)
Ranks #2,993 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.01B
Fund GAV
$1.01B
Private funds
7
Employees
13
Accounts
7
Location
Westport, CT

Bhms Investments, LP assets under management

Bhms Investments, LP operates as an SEC-registered investment adviser based in Westport, CT. The firm has been registered since 2022. It reports $1 billion in regulatory assets under management and employs 13 people. Bhms Investments, LP manages 7 private funds with combined gross assets of $1 billion, including Bhms Investments Fund III, LP. By regulatory assets, it ranks 2,993 of 6,004 private fund managers.

Bhms Investments, LP private funds

7 funds · $1.01B GAV
FundTypeGross assetsMin.
Bhms Investments Fund III, LPPrivate Equity$329.7M$250K
Bhms Investments Fund II, LPPrivate Equity$308.8M$250K
Insz Cf, LPPrivate Equity$114.5M$250K
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Bhms Investments, LP owners & executives

10 reported
NameTitleOwnershipSince
Bhms Icp Holdings, LLC ControlGeneral PartnerUnder 5%2011
Bhms Investments Capital Partners, LP ControlLimited PartnerOver 75%2011
Justin Reed Gaines ControlManaging Director And Chief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Bhms Investments, LP manage?

Bhms Investments, LP reports $1 billion in regulatory assets under management on its Form ADV.

How many private funds does Bhms Investments, LP manage?

Bhms Investments, LP manages 7 private funds with combined gross assets of $1 billion.

How many employees does Bhms Investments, LP have?

Bhms Investments, LP reports 13 employees.

Where is Bhms Investments, LP located?

Bhms Investments, LP is based in Westport, CT and has been SEC-registered since 2022.

Does Bhms Investments, LP disclose fund performance?

Bhms Investments, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address285 Riverside Avenue, Suite 300, Westport, CT 06880
Phone203-653-3558
Fax646-805-4118
Office hours9 a.m. - 6 p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$1.01B▲ 7%
Mar '25 — $942.8MApr '25 — $942.8MMay '25 — $942.8MJun '25 — $942.8MJul '25 — $942.8MAug '25 — $942.8MSep '25 — $942.8MOct '25 — $942.8MNov '25 — $942.8MDec '25 — $942.8MJan '26 — $942.8MFeb '26 — $942.8MMar '26 — $1.01BApr '26 — $1.01BMay '26 — $1.01BJun '26 — $1.01B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
AUM vs fund managersTop 50%
Larger than 50% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$1.01Bregulatory AUM
Discretionary $1.01B

Service providers