9AT: BHMS INVESTMENTS, LP

other names

BHMS INVESTMENTS, LP

Adviser Profile

As of Date	03/27/2026
ADV Location	WESTPORT, CT, United States
Adviser Type - Large advisory firm
Number of Employees	13 44%
of those in investment advisory functions	9 29%
Registration	SEC, Approved, 07/28/2022
Other registrations (1)	SEC, ERA - Withdrawn, 06/28/2022
Former registrations	BHMS INVESTMENTS, LP

AUM^*	1,005,506,733 51%
of that, discretionary	1,005,506,733 51%
Private Fund GAV^*	1,005,506,732 7%
Avg Account Size	143,643,819 30%
SMA’s	No
Private Funds	9 3
Contact Info	203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count9	GAV$1,005,506,732

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HASTINGS EQUITY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund991.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV991.1m	AUM498.5m	#Funds8
Adviser CIP CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund425.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV425.6m	AUM425.6m	#Funds3
Adviser LEVCO CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund590.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV590.5m	AUM590.5m	#Funds1
Adviser ACORN CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund634.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV634.3m	AUM893.2m	#Funds4
Adviser WARANA CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund440.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund197.7m	Total Private Fund GAV637.8m	AUM672.9m	#Funds27
Adviser ROG IX, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM401.0m	#Funds-
Adviser NAVIMED CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund904.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV904.9m	AUM904.9m	#Funds4
Adviser ERA PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.6b	#Funds21
Adviser BRAEMONT CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund913.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV913.0m	AUM913.0m	#Funds9
Adviser HAVENCREST CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund450.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV450.7m	AUM450.7m	#Funds3

Brochure Summary

Overview

BHMS Investments, LP (“BHMS” or “the Firm”) is a Westport, CT based private equity investment firm focused on the North American lower middle-market. Founded in 2010, BHMS is owned by Managing Partners Kevin L. Angelis and Robert L. Salamon. The Firm employs eight professionals primarily based in Westport, CT, with three employees working remotely. The Firm, through wholly-owned subsidiaries, (collectively with BHMS, the “Investment Managers”)1 provide investment advisory services to private investment funds (collectively, the “Funds”), including co-investment vehicles that invest alongside other Funds in certain investments. The Funds are privately-offered, pooled investment vehicles that are exempt from registration under the Investment Company Act of 1940. The Funds are typically structured as limited partnerships, and an affiliate of the Firm serves as the general partner of each Fund (the “General Partners”). 1 BHMS provides advisory services through one or more wholly owned subsidiary investment management entities. For ease of reference, such entities are collectively referred to herein as the “Investment Managers.” Funds may also be structured as limited liability companies or other entities, with an affiliate of the Firm serving as the manager, managing member, or other management role analogous to a general partner, manager, or managing member. Investment advisory services provided by the Investment Managers

to the Funds are provided directly to each Fund and not individually to the limited partners or analogous investors of a Fund (generally referred to in this document as investors). The Investment Managers serves as the investment adviser with discretionary authority to implement investment decisions for each Fund to which it provides investment advisory services. The Investment Managers’ investment decisions and advice with respect to its clients are in accordance with the investment objectives and restrictions set forth in the limited partnership agreement or other applicable governing documents of each Fund (the “Governing Documents”) and, where applicable, any side letters that a Fund executes with such Fund’s investors. The Investment Managers and the General Partners to the Funds also provide administrative and management services to the Funds. As of December 31, 2023, the Firm managed $664,787,611 in regulatory assets under management, which is managed on a discretionary basis. The descriptions of the Funds in this brochure, including the type of investments made, the investment strategies utilized, the fees charged to investors, the expenses incurred by investors, the risk factors, and the conflicts of interests that may arise in management of the Funds, or in the selection of investments are qualified in their entirety by reference to each of the Fund’s Governing Documents provided to investors.

BHMS INVESTMENTS, LP

Related Companies

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview