SourcingSourcing

BH ASSET MANAGEMENT, LLC

A77
CRD 152117·SEC 801-70867·NEW YORK, NY
AUM
$117.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$351K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BH ASSET MANAGEMENT, LLC
CRD
152117
SEC file #
801-70867
EIN
—
DBA names
—

Economics

AUM
$117.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$96.6M → $117.0M▲ +21%
Client mix
Individuals High Net Worth99
Individuals Other11

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/02/2025
ADV-W filed at
—
Website
bhasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIDDERBROOK, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
KIDDERBROOK, LLC
APOLLON HOLDINGS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
BHASSET.COM
Rdap Domain Creation Date
2009-09-10T17:32:47Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, 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 (13)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity4
E*trade4
Morgan Stanley3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-10T17:32:47Z
Rdap Domain Last Changed
2025-01-15T14:13:23Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
CHARLES EDWARD ELY HELME
Executive Officer · 2.5%
712007
ROBERT FRANCIS SEARING
Executive Officer · 2.5%
1367127