BHMS INVESTMENTS, LP

355 Riverside Avenue
Westport, Connecticut 06880
Tel: 203-653-3558

About BHMS INVESTMENTS, LP

BHMS INVESTMENTS, LP, formally registered with the SEC as BHMS INVESTMENTS, LP. The firm was established in 07/28/2022. They have over 1 offices throughout the country.

BHMS INVESTMENTS, LP is a Westport, Connecticut based Financial Planning firm with nearly $664,787,611 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162554
SEC#	801-126219
Assets Managed by Firm	$664,787,611
No. of Clients	6
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$664,787,611

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