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BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC
CRD 312792 · SEC 801-120634
225 LIBERTY STREEET, 8TH FLOOR, NEW YORK, NY, 10281, United States
Phone
2124177000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.29B
Discretionary AUM
$370.6M
Team
1421 total employees; 1421 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 1 | $1.12B |
| Pooled investment vehicles | 1 | $844.7M |
| Insurance companies | 27 | $104.21B |
| Corporations/business entities | 3 | $1.11B |
All web addresses on file
Official SEC filing: View on IAPD