Clients
Bessemer Investment Management serves 11 clients, 10 of them investment companies. The average client has about $4.27 billion with the firm.
- Investment companies10 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 1 | $0 | 0.0% | $0 |
| Investment companies | 10 | $47,002,640,452 | 100.0% | $4.70B |
| Total | 11 | $47,002,640,452 | 100% | $4.27B |
- Clients
- 1
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 10
- Regulatory AUM
- $47,002,640,452
- Share
- 100.0%
- Avg. per client
- $4.70B
Total
- Clients
- 11
- Regulatory AUM
- $47,002,640,452
- Share
- 100%
- Avg. per client
- $4.27B
What it does
Bessemer Investment Management provides portfolio management for investment companies and portfolio management for institutions. It is paid through a percentage of assets.
Bessemer Investment Management advises no private funds.
100.0% of assets ($47.00B across 10 accounts) are managed with discretion. 0% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
Custodians
Bessemer Investment Management does not have custody of client assets.
- All other custodians$47.00B100%
Ownership and leadership
Bessemer Trust Company, NA owns 75% or more of Bessemer Investment Management.
- Owns 75% or more of Bessemer Investment Management LLC
Bessemer Trust Company, NA
Control person · since March 2001
- Owns 75% or more of Bessemer Trust Company, NA
The Bessemer Group, Incorporated
Control person · since September 1981
Leadership
- Jeffrey MillsManaging Director/President
- Ritu GuptaChief Compliance Officer
- Yvette GarciaSecretary/Managing Director/Director
- Allison HeilbornManaging Director/Treasurer/Director
- Holly MacdonaldDirector
Staff
- 70 employees
- 45 in advisory functions
- 3 broker-dealer reps
Fees
Bessemer Investment Management is paid through a percentage of assets under management.
Bessemer Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Bessemer Investment Management has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 1271 Avenue of the Americas, 46th Floor, New YorkHQ
Registration details
- Legal name
- Bessemer Investment Management LLC
- Headquarters
- 1271 Avenue of the Americas, 46th Floor, New York, NY 10020
- Phone
- 212-708-9100
- Website
- Not reported
- SEC file
- 801-60185
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Bessemer Investment Management have?
Bessemer Investment Management has 11 clients and manages $47 billion for them, as of March 2026. They include 10 investment companies and 1 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Bessemer Investment Management offer?
Bessemer Investment Management provides portfolio management for investment companies and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bessemer Investment Management have?
Bessemer Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 70 employees, and 45 perform investment advisory functions. 3 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Bessemer Investment Management?
Bessemer Investment Management is owned through a trust by the Bessemer Group, Incorporated. Its direct owner is Bessemer Trust Company, NA (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Bessemer Investment Management get paid?
Bessemer Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file