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SEC-Registered Investment Adviser

Bam Credit And Insurance Solutions Advisor LLC

CRD 312792

Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.

Registration

Status
Approved
Registered since
March 29, 2021
Principal office
225 Liberty Streeet, 8th Floor, New York, NY 10281
Organized as
Limited Liability Company, DE
Fiscal year end
December
Umbrella registration
Yes, 1 relying adviser
Other offices
36
Full record on SEC IAPD

Scale

Regulatory AUM
$107.3B
Discretionary / non-discretionary
$370.6M / $106.9B
Attributable to non-US clients
$25.4B
Accounts
32
Clients
2
Employees
1,421, 1,421 in advisory roles
Private funds advised
1
Private fund gross assets
$844.7M
Client assets in custody
$104.4B (24 clients)

Business, clients and compensation, as filed

Advisory activities
portfolio management for businesses and institutional clients and selection of other advisers
Compensated by
a percentage of assets under management
Client types
banking or thrift institutions (1); pooled investment vehicles (1); insurance companies (27); corporations or other businesses (3)
Also engaged as
commodity pool operator or commodity trading advisor
Related persons include
a broker-dealer, another investment adviser, a major security-based swap participant, a commodity pool operator or commodity trading advisor, a banking or thrift institution, a lawyer or law firm, an insurance company or agency, a real estate broker or dealer, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
Affiliates
4 broker-dealers, 60 investment advisers

Form ADV Item 11 disclosures

The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.

  • other regulator finding of a violation (Item 11D(2))
  • other regulator order, denial, suspension or revocation (Item 11D(4))

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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.