Investment adviser · CRD 120715
BIAS INVESTORS
Investment adviser filing (IA)
BERMUDA INVESTMENT ADVISORY SERVICES LIMITED
HAMILTON, Bermuda · Form ADV filed Sep 29, 2025
- Regulatory AUM
- $257M Form ADV · Item 5.F
- Client accounts
- 202 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| High-net-worth individuals | 56 | $151,686,828 | 58.9% |
| Pooled investment vehicles | 3 | $43,667,370 | 17.0% |
| Individuals | 137 | $39,581,168 | 15.4% |
| Retirement plans | Fewer than 5 | $19,794,318 | 7.7% |
| Charities | 4 | $2,691,325 | 1.0% |
Filing source
Form ADV 2018909 · Sep 29, 2025 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
WESSEX HOUSE, 4TH FLR, 45 REID STREETHAMILTON, HM12, Bermuda
CRD 120715
Filing source
Form ADV 2018909 · Sep 29, 2025 · 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.