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BHZ CAPITAL MANAGEMENT, LP

SAN JOSE, CA · CRD 164091 · IAPD ↗ · bhzcapital.com · 408-998-5438

$153.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
September 2024 — BHZ CAPITAL MANAGEMENT, LP (SAN JOSE, CA) left the SEC roster (was $153.0M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2024 — BHZ CAPITAL MANAGEMENT, LP reported RAUM down 49% ($300.6M -> $153.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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