Bessemer Investment Management Llc
- Regulatory AUM
- $47.0B
- Discretionary
- $47.0B
- Clients
- 11
- Avg AUM / client
- $4.3B
- Accounts
- 10
- Employees
- 70
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 1 | $0 | — |
| Investment companies | 10 | $47.0B | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stern, Marc, David | Director | Oct 2012 (14y) | Less than 5% | |
| Garcia, Yvette, Marie | Secretary/Managing Director/Director | Jan 2019 (8y) | Less than 5% | |
| Macdonald, Holly, Huffman | President | Dec 2019 (7y) | Less than 5% | |
| Gupta, Ritu | Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Heilborn, Allison, Diana | Managing Director/Treasurer/Director | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bessemer Trust Company, Na | Member | Mar 2001 | A | 75% or more |
| The Bessemer Group, Incorporated | Shareholder | Sep 1981 | B | ≈ 56.25% – 100% via Bessemer Trust Company, Na |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Bessemer Group, Incorporated: 75% – 100% of Bessemer Trust Company, Na × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗