{"url":"https://nivawealth.com/firms/bessemer-investment-management-112215","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112215","regulatoryAum":47002640452,"crd":"112215","secFileNumber":"801-60185","legalName":"Bessemer Investment Management LLC","displayName":"Bessemer Investment Management","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1271 Avenue of the Americas, 46th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10020"},"tradeNames":[],"registration":{"secApproved":"18 April 2001","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":70,"advisory":45,"brokerDealerReps":3,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":47002640452,"discretionaryAccounts":10,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Banking or thrift institutions","clients":1,"regulatoryAum":0},{"label":"Investment companies","clients":10,"regulatoryAum":47002640452}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Bessemer Investment Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jeffrey Mills","title":"Managing Director/President","crd":"4974578"},{"name":"Ritu Gupta","title":"Chief Compliance Officer","crd":"5059699"},{"name":"Yvette Garcia","title":"Secretary/Managing Director/Director","crd":"4471047"},{"name":"Allison Heilborn","title":"Managing Director/Treasurer/Director","crd":"5689550"},{"name":"Holly Macdonald","title":"Director","crd":"4589089"}],"ownership":[{"label":"Bessemer Trust Company, NA","detail":"Member in the 75% or more ownership band and a control person, since March 2001."},{"label":"The Bessemer Group, Incorporated","detail":"Indirect owner: a shareholder of Bessemer Trust Company, NA in the 75% or more band and a control person, since September 1981.","parent":"Bessemer Trust Company, NA"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"1271 Avenue of the Americas, 46th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-708-9100","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/112215/PDF/112215.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bessemer Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bessemer Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bessemer Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bessemer Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bessemer Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}