BH ASSET MANAGEMENT, LLC
SEC RegisteredYour goals. Our Passion.
About the firm
BH Asset Management is a registered investment advisor held to a fiduciary standard, providing unbiased advice through an open architecture approach and flat fees. With over 30 years of fund management experience, the firm offers sophisticated investment techniques and maintains transparent, frequent communication with clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private portfolio management, institutional portfolio management, investment process and strategy, proprietary research, client solutions, impact investing, estate planning, charitable giving, and retirement planning
Who they serve
Corporations, endowments, universities, pensions, and individual families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $804k |
| High Net Worth Individuals | 99 | $115M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 1.13% |
| Next $5,000,000 | 0.92% |
| Over $15,000,000 | 0.92% |
Data as of April 2, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BH ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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