Fund family · SEC Form D record
BHMS Investments Fund funds
BHMS Investments Fund has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2016 to 2024. The newest is BHMS Investments Fund III, LP, first filed Jul 3, 2024. The adviser of record on Form ADV Schedule D is Bhms Investments, LP.
- Vehicles
- 3
- Numbered generations
- 3
- First filing
- 2016
- Latest filing
- Jul 3, 2024
Adviser of record (Form ADV Schedule D) Bhms Investments, LP (CRD 162554)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| BHMS Investments Fund III, LPCIK 2028584 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| BHMS Investments Fund II, LPCIK 1839281 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| BHMS Investments Fund I, LPCIK 1676244 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the BHMS Investments Fund funds
- How many BHMS Investments Fund funds are there?
- The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Jun 10, 2016 and the latest filing on Jul 3, 2024. By generation: Fund III (BHMS Investments Fund III, LP, first filed Jul 3, 2024); Fund II (BHMS Investments Fund II, LP, first filed Jan 14, 2021); Fund I (BHMS Investments Fund I, LP, first filed Jun 10, 2016).
- What is the latest BHMS Investments Fund fund?
- BHMS Investments Fund III, LP, which first filed a Form D on Jul 3, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the BHMS Investments Fund funds?
- Bhms Investments, LP (RIA, CRD 162554), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the BHMS Investments Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.