FORT LAUDERDALE, FLCRD 298967Latest ADV March 31, 2026
Bh3 Fund Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 31, 2026, reports $585M in regulatory assets under management, 29 employees, 2 offices, and 10 accounts.
Assets Under Management
$585M
Employees
29
Offices
2 offices
Total Clients
9
Primary office
FORT LAUDERDALE, FL
819 NE 2ND AVENUE, SUITE 500, FORT LAUDERDALE, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$585Mas of March 31, 2026
Discretionary87.2%
$510M
87% of total RAUM87.2%
Non-discretionary12.8%
$75M
13% of total RAUM12.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$585M
Total Accounts10
10Y AUM Change+$579M (+10129.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee0:1
10Y Employee Change+18 (+163.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.