9AT: BHMS INVESTMENTS, LP

other names

BHMS INVESTMENTS, LP

Adviser Profile

As of Date	03/31/2025
Adviser Type - Large advisory firm
Number of Employees	11 37.50%
of those in investment advisory functions	9 50.00%
Registration	SEC, Approved, 07/28/2022
Other registrations (1)	SEC, ERA - Withdrawn, 06/28/2022
Former registrations	BHMS INVESTMENTS, LP

AUM^*	942,810,136 88.71%
of that, discretionary	942,810,136 88.71%
Private Fund GAV^*	942,810,136 41.82%
Avg Account Size	134,687,162 34.79%
SMA’s	No
Private Funds	9 4
Contact Info	646 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$942,810,136

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 PLEXUS CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7b	AUM1.7b	#Funds20
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 WARANA CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund449.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund196.3m	Total Private Fund GAV645.5m	AUM652.0m	#Funds30
Adviser SUNTX CAPITAL MANAGEMENT CORP.	Hedge Fund-	Liquidity Fund-	Private Equity Fund470.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV470.7m	AUM470.7m	#Funds3
Adviser BRAEMONT CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund664.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV664.6m	AUM664.6m	#Funds5
Adviser ACORN CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund252.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund6.6m	Total Private Fund GAV259.3m	AUM655.1m	#Funds5
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-	AUM553.0m	#Funds-
Adviser CRG FUND MANAGER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund400.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund164.0m	Total Private Fund GAV564.6m	AUM507.9m	#Funds7
Adviser HAVENCREST CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund504.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV504.1m	AUM504.1m	#Funds2
Adviser PEAKVIEW CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund476.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund66.0m	Total Private Fund GAV542.4m	AUM568.3m	#Funds11

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.

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BHMS INVESTMENTS, LP

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