Bam Credit and Insurance Solutions Advisor LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $107.3B in regulatory assets under management, 1,421 employees, 36 offices, and 32 accounts.
Assets Under Management
$107.3B
Employees
1,421
Offices
36 offices
Total Clients
32
Primary office
NEW YORK, NY
225 LIBERTY STREEET, 8TH FLOOR, NEW YORK, NY, United States
Top client segmentInsurance Cos. represent 84.4% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
84.4%
27
2
Corporations
9.4%
3
3
Banks
3.1%
1
4
Pooled Investment Vehicles
3.1%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107.3Bas of March 31, 2026
Discretionary0.3%
$371M
0% of total RAUM0.3%
Non-discretionary99.7%
$106.9B
100% of total RAUM99.7%
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$107.3B
Total Accounts32
10Y AUM Change+$107.3B (+492046.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,421
Clients per Employee0:1
10Y Employee Change+1,042 (+274.9%)
* 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.