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Bh Asset Management, LLC

● SEC registered since 2010CRD 152117SEC# 801-70867New York, NY
Export (members)
Reg. AUM
$136M
Employees
2
Accounts
96
Location
New York, NY

Bh Asset Management, LLC assets under management

Bh Asset Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2010. It reports $136 million in regulatory assets under management and employs 2 people.

Bh Asset Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Apollon Holdings LLCMember25-50%2020
Charles Edward Ely Helme ControlManaging Director, Managing MemberUnder 5%2010
Kidderbrook, LLC ControlMember50-75%2010
Middlebrook, LLCMemberUnder 5%2011
Robert Francis SearingChief Financial Officer, Chief Operating Officer, Chief Compliance OfficerUnder 5%2012
Charles Edward Ely Helme ControlManaging Member50-75%2010

Frequently asked questions

How much does Bh Asset Management, LLC manage?

Bh Asset Management, LLC reports $136 million in regulatory assets under management on its Form ADV.

How many employees does Bh Asset Management, LLC have?

Bh Asset Management, LLC reports 2 employees.

Where is Bh Asset Management, LLC located?

Bh Asset Management, LLC is based in New York, NY and has been SEC-registered since 2010.

Does Bh Asset Management, LLC disclose fund performance?

Bh Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address104 West 40th Street, 5th Floor Suite 539, New York, NY 10018
Phone347-586-0030
Fax347-586-0034
Office hours0900-1700 Et
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$136M▲ 16%
Apr '25 — $117MMay '25 — $117MJun '25 — $117MJul '25 — $117MAug '25 — $117MSep '25 — $117MOct '25 — $117MNov '25 — $117MDec '25 — $117MJan '26 — $117MFeb '26 — $117MMar '26 — $117MApr '26 — $117MMay '26 — $117MJun '26 — $117MJul '26 — $136M
Apr '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers

Assets under management

$136Mregulatory AUM
Discretionary $136M