BESSEMER INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2001
Total AUM
$47B
Discretionary
$47B
100% of AUM
Avg account
$4.7B
Accounts
10
Employees
70
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
112215
Registered since
April 18, 2001
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bessemer Investment Management LLC is an institutional-focused investment manager that serves as an active capital allocator and discretionary portfolio manager. The firm runs portfolios for investment companies and for businesses or other institutional clients, operating on a percentage-of-AUM fee model. Its activity shows a preference for concentrated, large-scale mandates rather than retail mass-market relationships, and it uses both pooled vehicles and dedicated institutional accounts to implement strategies. Bessemer works through relationships with broker-dealers, banks, trust companies and insurance firms, reflecting an emphasis on institutional infrastructure and custody/operational integrations. The firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • JEFFREY MILLS

    SVP, Chief Investment OfficerCRD 4974578

  • RITU GUPTA

    Chief Compliance OfficerCRD 5059699

  • ALLISON HEILBORN

    Chief Financial OfficerCRD 5689550

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Contacts

1 of 1
  • YVETTE GARCIA

    Managing Director, General CounselCRD 4471047

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1271 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth