# BH Asset Management, LLC

> BH Asset Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 152117
- Filed as: BH ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152117
- AdvisorCensus page: https://advisorcensus.com/firm/bh-asset-management-llc-new-york-ny-152117

## Quick answers

**How is BH Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BH Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BH Asset Management, LLC located?**
BH Asset Management, LLC's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is BH Asset Management, LLC registered with the SEC or a state?**
BH Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152117.

**How much does BH Asset Management, LLC manage?**
BH Asset Management, LLC reports $135,960,000 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**How have BH Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for BH Asset Management, LLC: Regulatory assets under management: $88,661,000 in the October 2021 data and $135,960,000 in the October 2026 data, up 53%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BH Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (78); individuals (other than high net worth individuals) (17).

**Which custodians does BH Asset Management, LLC use?**
BH Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does BH Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152117

**What changed in BH Asset Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $117,048,000 to $135,960,000 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Morgan Stanley

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $135,960,000
- Discretionary: $135,960,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $2,056,000 |
| High net worth individuals | 78 | $131,920,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,984,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Greenlawn, NY

### Websites listed on Form ADV (Item 1.I)
- [bhasset.com](https://bhasset.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $88,661,000 | 2 | July 9, 2021 |
| October 2022 | $88,661,000 | 2 | July 9, 2021 |
| October 2023 | $99,615,000 | 2 | June 6, 2023 |
| October 2024 | $112,746,000 | 2 | April 1, 2024 |
| October 2025 | $117,048,000 | 2 | April 2, 2025 |
| October 2026 | $135,960,000 | 2 | July 6, 2026 |

Regulatory assets under management: $88,661,000 in the October 2021 data and $135,960,000 in the October 2026 data, up 53%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $117,048,000 to $135,960,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BH Asset Management, LLC (CRD 152117): Form ADV filing data as of October 2026.