RIA Intel›Advisers›New York›BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC

BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC

Institutional

N·NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$107.3B

1-Year AUM Growth

+167.4%

3-Year CAGR

+137.7%

Employees

1,421

Assets Under Management

Total AUM$107.3B

Discretionary AUM$371M

Non-Discretionary AUM$106.9B

Discretionary %0.3%

Total Clients27

Team

Total Employees1,421

Investment Advisers1,421

Employee Growth (1Y)+2.9%

Filing History

Total Filings on Record13

First FilingFeb 26, 2021

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.