Bhms Investments, Lp
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 7
- Avg AUM / client
- $144M
- Accounts
- 7
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.0B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $665M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bhms Investments Fund Ii, Lp | Private Equity Fund | Delaware | $273M | 53 |
| Drh Spv, Lp | Private Equity Fund | Delaware | $152M | 84 |
| Insz Cf, Lp | Private Equity Fund | Delaware | $128M | 19 |
| Insz Spv, Lp | Private Equity Fund | Delaware | $65.8M | 10 |
| Bhms Investments Fund I, Lp | Private Equity Fund | Delaware | $44.7M | 48 |
| Stx Spv, Lp | Private Equity Fund | Delaware | $265K | 10 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angelis, Kevin, Lapp | Authorized Person | Jan 2011 (16y) | ≈ 0% – 3.75% via Bhms Icp Holdings, Llc | |
| Salamon, Robert, Lipman | Authorized Person | Jan 2011 (16y) | ≈ 0% – 3.75% via Bhms Icp Holdings, Llc | |
| Gaines, Justin, Reed | Managing Director And Chief Compliance Officer | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bhms Investments Capital Partners, Lp | Limited Partner | Jan 2011 | A | 75% or more |
| Bhms Icp Holdings, Llc | General Partner | Jan 2011 | A | Less than 5% |
| Bhms Seed Ii, Llc | Class B Lp | Jan 2011 | B | GP / trustee / elected manager of Bhms Investments Capital Partners, Lp (indirect) |
| Bhms Icp Holdings, Llc | General Partner | Jan 2011 | B | GP / trustee / elected manager of Bhms Investments Capital Partners, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Angelis, Kevin, Lapp: 50% – 75% of Bhms Icp Holdings, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Salamon, Robert, Lipman: 50% – 75% of Bhms Icp Holdings, Llc × 0% – 5% direct ≈ 0% – 3.75% 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 (6, $665M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bhms Investments Fund Ii, Lp | Private Equity Fund | $273M | $250K | 53 |
| Drh Spv, Lp | Private Equity Fund | $152M | $250K | 84 |
| Insz Cf, Lp | Private Equity Fund | $128M | $250K | 19 |
| Insz Spv, Lp | Private Equity Fund | $65.8M | $250K | 10 |
| Bhms Investments Fund I, Lp | Private Equity Fund | $44.7M | $250K | 48 |
| Stx Spv, Lp | Private Equity Fund | $265K | $50.0K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.34 MB | 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗