Bhc Fund Management Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 08, 2024
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2017 · $23.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bhc Interim Funding Ii, Lp | Other Private Fund | Delaware | $18.3M | 106 |
| Bhc Interim Funding Management Iii, Lp | Other Private Fund | Delaware | $4.8M | 62 |
| Bhc Middle Market Funding Lp | Other Private Fund | Delaware | $0 | 0 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Driscoll, Deane, Michael | Cco And Managing Partner | Nov 2007 (19y) | ≈ 18.75% – 50% via Dmd Holdings, Llc | |
| Shiftan, Andrew, David | Managing Director | Apr 2012 (14y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ghh Holdings, Llc | Owner | Mar 2012 | A | 50% – 75% |
| Dmd Holdings, Llc | Owner | Mar 2012 | A | 25% – 50% |
| The Estate Of Gerald Houghton | Owner | Mar 2016 | B | ≈ 37.5% – 75% via Ghh Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Driscoll, Deane, Michael: 75% – 100% of Dmd Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- The Estate Of Gerald Houghton: 75% – 100% of Ghh Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $23.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bhc Interim Funding Ii, Lp | Other Private Fund | $18.3M | $1.0M | 106 |
| Bhc Interim Funding Management Iii, Lp | Other Private Fund | $4.8M | $1.0M | 62 |
| Bhc Middle Market Funding Lp | Other Private Fund | $0 | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/08/2024 | 353 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 08, 2024.
View current Form ADV (SEC/IAPD) ↗