BH3 Fund Advisors, LLC

RIASEC RegisteredEst. 2024
Total AUM
$578M
Discretionary
$503M
87% of AUM
Avg account
$57.8M
Accounts
10
Employees
29
Advisory reps
6

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
298967
Registered since
June 6, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BH3 Fund Advisors, LLC is a limited liability company registered with the SEC in 2024 that operates as a private equity fund adviser focused on pooled investment vehicles. The firm’s clients are institutional, and its advisory mandate centers on portfolio management for pooled funds. BH3 also functions as a sponsor, general partner, and managing member of pooled investment vehicles rather than acting purely as a passive allocator. Its fee model combines a percentage of assets under management with performance-based fees. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser or pension consultant.

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
  • Michelle Guber

    Chief Operating OfficerCRD 5399299

  • Daniel Lebensohn

    Co-CEOCRD 7041121

  • Omar Rayes

    Chief Financial OfficerCRD 7895405

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Contacts

2 of 2
  • Eric Edidin

    Executive ChairmanCRD 2544369

  • Joshua Babbitt

    General CounselCRD 7719830

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

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
819 Ne 2nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth