Investment adviser · CRD 162554
BHMS INVESTMENTS, LP
Investment adviser filing (IA)
WESTPORT, CT, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 7 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 7 | $1,005,506,733 | 100.0% |
Filing source
Form ADV 2084937 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
13 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BHMS INVESTMENTS FUND III, LPPrivate Equity Fund · Last reported Mar 27, 2026$330MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-5440148149
- Reported beneficial owners
- 65
- Minimum commitment
- $250K
- Form D file number
- 021-517789
Form ADV 2084937 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BHMS INVESTMENTS FUND II, LPPrivate Equity Fund · Last reported Mar 27, 2026$309MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
EISNERAMPER LLP
PCAOB 274
J.P. MORGAN SECURITIES LLC
SEC 8-35008
TRIAGO
CRD 143529 · SEC 8-67573
Fund details & source
- Fund ID
- 805-5561284062
- Reported beneficial owners
- 53
- Minimum commitment
- $250K
- Form D file number
- 021-386417
Form ADV 2084937 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INSZ CF, LPPrivate Equity Fund · Last reported Mar 27, 2026$114MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-2589394724
- Reported beneficial owners
- 19
- Minimum commitment
- $250K
- Form D file number
- 021-496184
Form ADV 2084937 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INSZ SPV, LPPrivate Equity Fund · Last reported Mar 27, 2026$105MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-2873266828
- Reported beneficial owners
- 10
- Minimum commitment
- $250K
- Form D file number
- 021-415374
Form ADV 2084937 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
DRH SPV, LPPrivate Equity Fund · Last reported Mar 27, 2026$82.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-7277944966
- Reported beneficial owners
- 84
- Minimum commitment
- $250K
- Form D file number
- 021-398417
Form ADV 2084937 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BHMS INVESTMENTS FUND I, LPPrivate Equity Fund · Last reported Mar 27, 2026$64.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
EISNERAMPER LLP
PCAOB 274
J.P. MORGAN SECURITIES LLC
SEC 8-35008
TRIAGO
CRD 143529 · SEC 8-67573
Fund details & source
- Fund ID
- 805-5981633534
- Reported beneficial owners
- 48
- Minimum commitment
- $250K
- Form D file number
- 021-264779
Form ADV 2084937 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
STX SPV, LPPrivate Equity Fund · Last reported Mar 27, 2026$307KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468
Fund details & source
- Fund ID
- 805-6508919166
- Reported beneficial owners
- 10
- Minimum commitment
- $50K
Form ADV 2084937 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
285 RIVERSIDE AVENUE, SUITE 300WESTPORT, CT, 06880, United States
CRD 162554
Filing source
Form ADV 2084937 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.