Form D · Other Banking and Financial Services

BAM Credit Opportunities Fund

Sioux Falls, SD · CIK 0001825432

Offering snapshot reported Jan 29, 2021 · SEC filing

Reported sold: $9.4M
Investors reported: 9
Minimum accepted: $500K
First sale: Jan 28, 2021

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 29, 2021	Initial	$9,400,000	No comparison	9	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-387892

Source: Form D, filed Jan 29, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BAM CREDIT OPPORTUNITIES FUND

Investment adviser: BROYHILL ASSET MANAGEMENT, LLC

Gross asset value: $7.8M
Beneficial owners: 14
ADV minimum commitment: $500K

Reported in Form ADV on Mar 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRIDENT FUND SERVICES, INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY MAY & CO., LLP
PCAOB 673

NATIONAL FINANCIAL SERVICES LLC
LEI 549300JRHF1MHHWUAW04

Filing source

Form ADV 2072388 · Mar 13, 2026 · Schedule D 7.B.(1), fund 805-3321043648

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Nathan Crisenberry	Executive
Adam Ponder	Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:

101 South Main Ave Ste 310
Sioux Falls, SD, 57104