{
  "crd_number": 162554,
  "slug": "bhms-investments-lp-westport-ct-162554",
  "primary_business_name": "BHMS INVESTMENTS, LP",
  "legal_name": "BHMS INVESTMENTS, LP",
  "dbas": [],
  "city": "Westport",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-28",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 1005506733.0,
  "raum_discretionary": 1005506733.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1005506733.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://bhms.com",
    "https://linkedin.com/company/bhms-investments"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162554",
  "city_as_filed": "WESTPORT",
  "url": "https://advisorcensus.com/firm/bhms-investments-lp-westport-ct-162554",
  "display_name": "BHMS Investments, LP",
  "summary": "BHMS Investments, LP is an SEC-registered investment advisory firm in Westport, CT, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. BHMS Investments, LP (CRD 162554): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is BHMS Investments, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BHMS Investments, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is BHMS Investments, LP located?",
      "a": "BHMS Investments, LP's principal office is in Westport, CT, according to its Form ADV."
    },
    {
      "q": "Is BHMS Investments, LP registered with the SEC or a state?",
      "a": "BHMS Investments, LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 162554."
    },
    {
      "q": "How much does BHMS Investments, LP manage?",
      "a": "BHMS Investments, LP reports $1,005,506,733 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have BHMS Investments, LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for BHMS Investments, LP: Regulatory assets under management: $459,078,875 in the October 2022 data and $1,005,506,733 in the October 2026 data, up 119%. Total employees: 8 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does BHMS Investments, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7)."
    },
    {
      "q": "Does BHMS Investments, LP report any disciplinary disclosures?",
      "a": "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/162554"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 459078875.0,
      "total_employees": 8,
      "filing_date": "2022-07-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 499600800.0,
      "total_employees": 8,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 664787611.0,
      "total_employees": 9,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 942810136.0,
      "total_employees": 11,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1005506733.0,
      "total_employees": 13,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bhms-investments-lp-westport-ct-162554.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1005506733.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162554",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}