The BH ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $135.96mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BH ASSET MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 53.35% over the last 5-years.
The Group has been registered with the SEC for 16.57 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 104 WEST 40TH STREET 5TH FLOOR SUITE 539, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $135.96mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $131.92mn or 97.03% of Total Assets and Individuals own $2.06mn or 1.51% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
BH ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.