BH ASSET MANAGEMENT, LLC

CRD 152117File 801-70867

APPROVED

Retail clients

Filing as of Jul 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$136.0M

Bottom 25% of cohort (national)

Discretionary AUM

$136.0M

Clients

96 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jan 7, 2010
Principal office: 104 WEST 40TH STREET, 5TH FLOOR SUITE 539, NEW YORK, NY, 10018
Phone: 347-586-0030
Website: HTTPS://WWW.BHASSET.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $136.0M
Discretionary AUM: $136.0M
Non-discretionary AUM: $0
Discretionary accounts: 96
Non-discretionary accounts: 0
Total accounts: 96
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.0M
High net worth individuals	78	$131.9M
Individuals (other than high net worth individuals)	17	$2.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.