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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 6 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 207 | 202 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $223,744,269 | $257,421,009 | increased by$33,676,740 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 207 | 202 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 211 | 207 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $215,391,063 | $223,744,269 | increased by$8,353,206 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 211 | 207 | decreased by4 |
| Oct 1, 2022 | Clients | 206 | 211 | increased by5 |
| Oct 1, 2022 | AUM | $263,753,337 | $215,391,063 | decreased by$48,362,274 |
| Oct 1, 2022 | Accounts | 208 | 211 | increased by3 |
| Oct 1, 2021 | Clients | 201 | 206 | increased by5 |
| Oct 1, 2021 | AUM | $225,364,033 | $263,753,337 | increased by$38,389,304 |
| Oct 1, 2021 | Accounts | 203 | 208 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BIAS INVESTORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIAS INVESTORS” may also match similarly-named firms). Confirm identity against each filing.
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.