SourcingSourcing

BERMUDA INVESTMENT ADVISORY SERVICES LIMITED

C39
CRD 120715·SEC 801-61310
AUM
$257.4M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$772K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BERMUDA INVESTMENT ADVISORY SERVICES LIMITED
CRD
120715
SEC file #
801-61310
EIN
—
DBA names
Bias Investors

Economics

AUM
$257.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$213.3M → $257.4M▲ +21%
Client mix
Individuals Other137
Individuals High Net Worth56
Charitable Organizations4
Pooled Investment Vehicles3
Pension Profit Sharing Plans2

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
09/29/2025
ADV-W filed at
—
Website
biasinvestors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PIRES, ROBERT, REESE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
PIRES, ROBERT, REESE
MELVIN, MARK, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BIASINVESTORS.COM
Rdap Domain Creation Date
2013-03-01T18:54:37Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Morgan Stanley3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-01T18:54:37Z
Rdap Domain Last Changed
2025-01-31T22:14:32Z
Rdap Nameservers
Damiete.ns.cloudflare.comKehlani.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4558295
Trust Company Affiliate
No

People (9)

9
PIRES, ROBERT, REESE
Direct Owner · 87.5%
4558295
MELVIN, MARK, JOSEPH
Direct Owner · 7.5%
4558293
DALLY, DOYLE, AINSWORTH
Executive Officer · 2.5%
7638875
KENNETH BLANDFORD LOCKYER
Executive Officer · 2.5%
721567
PERSSON, GUN INGELA, MARGARETA
Executive Officer · 2.5%
7177778
FELSCH, PAUL, WERNER
Executive Officer · 2.5%
5811362
NANCY WRIGHT COOPER
IAR
2411995
TOPEL, JARRETT, BRUCE
IAR
4046794
DISTASI, GAVIN, LOWERY
IAR
4622005