# BHMS Investments, LP

> 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.

- CRD: 162554
- Filed as: BHMS INVESTMENTS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westport, CT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162554
- AdvisorCensus page: https://advisorcensus.com/firm/bhms-investments-lp-westport-ct-162554

## Quick answers

**How is BHMS Investments, LP compensated?**
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.

**Where is BHMS Investments, LP located?**
BHMS Investments, LP's principal office is in Westport, CT, according to its Form ADV.

**Is BHMS Investments, LP registered with the SEC or a state?**
BHMS Investments, LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 162554.

**How much does BHMS Investments, LP manage?**
BHMS Investments, LP reports $1,005,506,733 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have BHMS Investments, LP's assets and staff changed since 2021?**
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.

**What types of clients does BHMS Investments, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does BHMS Investments, LP 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/162554

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,005,506,733
- Discretionary: $1,005,506,733
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,005,506,733 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bhms.com
- LinkedIn @bhms-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 30, 2021 |
| October 2022 | $459,078,875 | 8 | July 29, 2022 |
| October 2023 | $499,600,800 | 8 | March 31, 2023 |
| October 2024 | $664,787,611 | 9 | March 28, 2024 |
| October 2025 | $942,810,136 | 11 | March 31, 2025 |
| October 2026 | $1,005,506,733 | 13 | March 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BHMS Investments, LP (CRD 162554): Form ADV filing data as of October 2026.