Bhc Fund Management LLC (Stamford)
Bhc Fund Management LLC is an adviser based in Stamford. It manages $23.1 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Connecticut.
Bhc Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Bhc Fund Management: assets under management
The assets under management (AUM) of Bhc Fund Management LLC is $23.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Bhc Fund Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Stamford
The principal office where Bhc Fund Management LLC performs its advisory services is located at 263 Tresser Blvd., Stamford, CT 06901, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-564-1979 or by fax 212-753-7730. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at bhcinterimfunding.com.
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