Bbam Us Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 175441
· SEC file 801-128027
· Dallas, TX
· inclineaviation.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $4.8B
- Discretionary
- $4.8B
- Clients
- 28
- Avg AUM / client
- $170M
- Accounts
- 28
- Employees
- 79
AUM over time
$3.4B
$4.8B
Sep 2023
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 28 | $4.8B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $4.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Incline Ii B Aviation Limited Partnership master | Private Equity Fund | Cayman Islands | $1.6B | 41 |
| Incline B Aviation Limited Partnership master | Private Equity Fund | Cayman Islands | $797M | 48 |
| Bbam Freighter B Limited Partnership master | Private Equity Fund | Cayman Islands | $728M | 30 |
| Incline Ii A Aviation Limited Partnership master | Private Equity Fund | Delaware | $619M | 41 |
| Incline A Aviation Limited Partnership master | Private Equity Fund | Cayman Islands | $421M | 48 |
| Bbam Freighter A Limited Partnership master | Private Equity Fund | Delaware | $402M | 30 |
| Incline B Aviation Aladdin Co Investment Limited Partnership | Private Equity Fund | Cayman Islands | $169M | 10 |
| Incline A Aviation Dal Co Investment Limited Partnership master | Private Equity Fund | Cayman Islands | $110M | 9 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zissis, Jamie, Claire | Beneficiary, Trustee | Jul 2002 (24y) | ≈ 5.27% – 37.5% via The Zissis Family Trust | |
| Zissis, Steven | Beneficiary, Trustee | Jul 2002 (24y) | ≈ 5.27% – 37.5% via The Zissis Family Trust | |
| Schwartz, Gerald, Wilfred | Shareholder | Mar 2013 (13y) | 75% or more of New Oncan Canadian Holdings Ltd. (indirect) | |
| Cannon, Vincent, Thomas | General Counsel, Coo & Cco | Oct 2020 (6y) | Less than 5% | |
| Truong, Lynn, Linh | Chief Financial Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bbam Limited Partnership | Limited Partner | Dec 2012 | A | 75% or more |
| Bbam Gp Co., Ltd. | General Partner | Dec 2012 | A | Less than 5% |
| Cerulean Bay Investment Pte. Ltd. | Limited Partner | Oct 2017 | B | ≈ 14.06% – 50% via Cerulean Sky Investment Lp |
| Coral Blue Investment Pte. Ltd. | Shareholder | Oct 2017 | B | ≈ 10.55% – 50% via Cerulean Bay Investment Pte. Ltd. |
| Gic Blue Holdings Pte. Ltd. | Shareholder | Oct 2017 | B | ≈ 7.91% – 50% via Coral Blue Investment Pte. Ltd. |
| Summit Aviation Partners Ii Llc | Limited Partner | Dec 2012 | B | ≈ 14.06% – 50% via Summit Bbam Holdings Lp |
| Sz Services Puerto Rico Llc | Limited Partner | Dec 2016 | B | ≈ 14.06% – 50% via Summit Bbam Holdings Lp |
| The Zissis Family Trust | Member | Sep 2015 | B | ≈ 10.55% – 50% via Sz Services Puerto Rico Llc |
| Onex Partners Iii Hornet Holdings I Lp | Limited Partner | Dec 2012 | B | ≈ 2.64% – 25% via Onex Partners Iii Hornet Offshore Holdings Lp |
| Onex Partners Iii Hornet Holdings Inc. | Limited Partner | Dec 2012 | B | ≈ 3.52% – 25% via Onex Partners Iii Hornet Holdings Ii A Lp |
| Onex Partners Iii Hornet Offshore Holdings Lp | Limited Partner | Dec 2012 | B | ≈ 3.52% – 25% via Onex Partners Iii Hornet Holdings Ii B Lp |
| Onex Corporation | Shareholder | Jun 2003 | B | 75% or more of Onex Partners Gp Inc. (indirect) |
| Onex Partners Canadian Gp Inc. | Shareholder | Mar 2010 | B | 75% or more of Onex Partners Iii International Gp Llc (indirect) |
| New Pco Ii Investments Ltd. | Shareholder | Mar 2017 | B | 75% or more of Omil Holdings Limited (indirect) |
| 1597257 Ontario Inc. | Shareholder | Dec 2016 | B | 75% or more of New Pco Ii Investments Ltd. (indirect) |
| Afic Capital Ltd. | Shareholder | Apr 2016 | B | 75% or more of 1597257 Ontario Inc. (indirect) |
| Oncan Canadian Holdings Ltd. | Shareholder | Mar 2016 | B | 75% or more of Afic Capital Ltd. (indirect) |
| New Oncan Canadian Holdings Ltd. | Shareholder | Mar 2013 | B | 75% or more of Oncan Canadian Holdings Ltd. (indirect) |
| Gic (Ventures) Pte. Ltd. | Shareholder | May 2014 | B | ≈ 5.93% – 50% via Gic Blue Holdings Pte. Ltd. |
| Minister For Finance Of The Government Of Singapore | Shareholder | Mar 1985 | B | ≈ 4.45% – 50% via Gic (Ventures) Pte. Ltd. |
| Azure Roller Investment Inc. | Member | Oct 2017 | B | ≈ 14.06% – 50% via Azure Roller Investment Llc |
| Omil Holdings Limited | Shareholder | Feb 2003 | B | 50% – 75% of Onex Corporation (indirect) |
| Summit Bbam Holdings Lp | Limited Partner | Dec 2012 | B | ≈ 18.75% – 50% via Bbam Limited Partnership |
| Onex Bbam A Holdings Lp | Limited Partner | Dec 2012 | B | ≈ 18.75% – 50% via Bbam Limited Partnership |
| Onex Bbam B Holdings Lp | Limited Partner | Dec 2012 | B | ≈ 18.75% – 50% via Bbam Limited Partnership |
| Cerulean Sky Investment Lp | Limited Partner | Oct 2017 | B | ≈ 18.75% – 50% via Bbam Limited Partnership |
| Azure Roller Investment Llc | Limited Partner | Oct 2017 | B | ≈ 18.75% – 50% via Bbam Limited Partnership |
| Onex Partners Iii Hornet Lp | Limited Partner | Dec 2012 | B | ≈ 4.69% – 25% via Onex Bbam A Holdings Lp |
| Onex Partners Iii Hornet Holdings Ii A Lp | Limited Partner | Dec 2012 | B | ≈ 4.69% – 25% via Onex Bbam A Holdings Lp |
| Onex Partners Iii Hornet Holdings Ii B Lp | Limited Partner | Dec 2012 | B | ≈ 4.69% – 25% via Onex Bbam B Holdings Lp |
| Summit Aviation Management Co., Ltd. | General Partner | Mar 2010 | B | GP / trustee / elected manager of Bbam Limited Partnership (indirect) |
| Azure Sky Investment Limited | General Partner | Oct 2017 | B | GP / trustee / elected manager of Cerulean Sky Investment Lp (indirect) |
| Onex Partners Iii International Gp Lp | General Partner | Dec 2012 | B | GP / trustee / elected manager of Onex Bbam A Holdings Lp (indirect) |
| Onex Partners Gp Inc. | General Partner | Nov 2012 | B | GP / trustee / elected manager of Onex Partners Iii Hornet Holdings I Lp (indirect) |
| Onex Partners Iii International Gp Llc | General Partner | Mar 2010 | B | GP / trustee / elected manager of Onex Partners Iii International Gp Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zissis, Jamie, Claire: 50% – 75% of The Zissis Family Trust × 75% – 100% of Sz Services Puerto Rico Llc × 75% – 100% of Summit Bbam Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 5.27% – 37.5% of the firm
- Zissis, Steven: 50% – 75% of The Zissis Family Trust × 75% – 100% of Sz Services Puerto Rico Llc × 75% – 100% of Summit Bbam Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 5.27% – 37.5% of the firm
- Cerulean Bay Investment Pte. Ltd.: 75% – 100% of Cerulean Sky Investment Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Coral Blue Investment Pte. Ltd.: 75% – 100% of Cerulean Bay Investment Pte. Ltd. × 75% – 100% of Cerulean Sky Investment Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Gic Blue Holdings Pte. Ltd.: 75% – 100% of Coral Blue Investment Pte. Ltd. × 75% – 100% of Cerulean Bay Investment Pte. Ltd. × 75% – 100% of Cerulean Sky Investment Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Summit Aviation Partners Ii Llc: 75% – 100% of Summit Bbam Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Sz Services Puerto Rico Llc: 75% – 100% of Summit Bbam Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 14.06% – 50% of the firm
- The Zissis Family Trust: 75% – 100% of Sz Services Puerto Rico Llc × 75% – 100% of Summit Bbam Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Onex Partners Iii Hornet Holdings I Lp: 75% – 100% of Onex Partners Iii Hornet Offshore Holdings Lp × 75% – 100% of Onex Partners Iii Hornet Holdings Ii B Lp × 25% – 50% of Onex Bbam B Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Onex Partners Iii Hornet Holdings Inc.: 75% – 100% of Onex Partners Iii Hornet Holdings Ii A Lp × 25% – 50% of Onex Bbam A Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 3.52% – 25% of the firm
- Onex Partners Iii Hornet Offshore Holdings Lp: 75% – 100% of Onex Partners Iii Hornet Holdings Ii B Lp × 25% – 50% of Onex Bbam B Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 3.52% – 25% of the firm
- Gic (Ventures) Pte. Ltd.: 75% – 100% of Gic Blue Holdings Pte. Ltd. × 75% – 100% of Coral Blue Investment Pte. Ltd. × 75% – 100% of Cerulean Bay Investment Pte. Ltd. × 75% – 100% of Cerulean Sky Investment Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 5.93% – 50% of the firm
- Minister For Finance Of The Government Of Singapore: 75% – 100% of Gic (Ventures) Pte. Ltd. × 75% – 100% of Gic Blue Holdings Pte. Ltd. × 75% – 100% of Coral Blue Investment Pte. Ltd. × 75% – 100% of Cerulean Bay Investment Pte. Ltd. × 75% – 100% of Cerulean Sky Investment Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 4.45% – 50% of the firm
- Azure Roller Investment Inc.: 75% – 100% of Azure Roller Investment Llc × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Summit Bbam Holdings Lp: 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Onex Bbam A Holdings Lp: 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Onex Bbam B Holdings Lp: 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Cerulean Sky Investment Lp: 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Azure Roller Investment Llc: 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Onex Partners Iii Hornet Lp: 25% – 50% of Onex Bbam A Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Onex Partners Iii Hornet Holdings Ii A Lp: 25% – 50% of Onex Bbam A Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Onex Partners Iii Hornet Holdings Ii B Lp: 25% – 50% of Onex Bbam B Holdings Lp × 25% – 50% of Bbam Limited Partnership × 75% – 100% direct ≈ 4.69% – 25% 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.
Private funds (8, $4.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Incline Ii B Aviation Limited Partnership | Private Equity Fund | $1.6B | $0 | 41 |
| Incline B Aviation Limited Partnership | Private Equity Fund | $797M | $250K | 48 |
| Bbam Freighter B Limited Partnership | Private Equity Fund | $728M | $0 | 30 |
| Incline Ii A Aviation Limited Partnership | Private Equity Fund | $619M | $0 | 41 |
| Incline A Aviation Limited Partnership | Private Equity Fund | $421M | $250K | 48 |
| Bbam Freighter A Limited Partnership | Private Equity Fund | $402M | $0 | 30 |
| Incline B Aviation Aladdin Co Investment Limited Partnership | Private Equity Fund | $169M | $250K | 10 |
| Incline A Aviation Dal Co Investment Limited Partnership | Private Equity Fund | $110M | $250K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.99 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
- • Performance-based fees
- • Other fees
- • ADMINISTRATION AND SERVICING FEES
Services
- • Portfolio management for pooled investment vehicles
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗