BIAS INVESTORS

BERMUDA INVESTMENT ADVISORY SERVICES LIMITED

CRD 120715 · SEC 801-61310

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

WESSEX HOUSE, 4TH FLR, 45 REID STREET, HAMILTON, HM12, Bermuda

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$257.4M

Discretionary AUM

$151.7M

Team

6 total employees; 5 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-09-29

Disciplinary history

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting

Client types

Type	Clients	AUM
Individuals	137	$39.6M
High net worth individuals	56	$151.7M
Pooled investment vehicles	3	$43.7M
Pension/profit sharing plans	2	$19.8M
Charitable organizations	4	$2.7M

All web addresses on file

Official SEC filing: View on IAPD