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BHMS INVESTMENTS, LP

WESTPORT, CT · CRD 162554 · IAPD ↗ · 203-653-3558

$1.01BRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — BHMS INVESTMENTS, LP crossed $1B in regulatory AUM ($942.8M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
51
April 2025 — BHMS INVESTMENTS, LP reported RAUM up 42% ($664.8M -> $942.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — BHMS INVESTMENTS, LP grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — BHMS INVESTMENTS, LP crossed $500M in regulatory AUM ($499.6M -> $664.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.