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BIAS INVESTORS
Legal name: BERMUDA INVESTMENT ADVISORY SERVICES LIMITED
CRD 120715File 801-61310
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$257.4M
Below cohort median (national)
Discretionary AUM
$151.7M
Non-discretionary $105.7M
Clients
202
202 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 12, 2002
- Principal office
- WESSEX HOUSE, 4TH FLR, 45 REID STREET, HAMILTON, HM12
- Phone
- 441-292-4292
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $257.4M
- Discretionary AUM
- $151.7M
- Non-discretionary AUM
- $105.7M
- Discretionary accounts
- 56
- Non-discretionary accounts
- 146
- Total accounts
- 202
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $2.7M |
| High net worth individuals | 56 | $151.7M |
| Pooled investment vehicles | 3 | $43.7M |
| Pension and profit sharing plans | Fewer than 5 | $19.8M |
| Individuals (other than high net worth individuals) | 137 | $39.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.