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Bhr Fund Advisors, L.P. (Berwyn)


Bhr Fund Advisors, L.P. is an adviser based in Berwyn. It manages $24.77 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.

Bhr Fund Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bhr Fund Advisors: assets under management

The assets under management (AUM) of Bhr Fund Advisors, L.P. is $24.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4403% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.19 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bhr Fund Advisors, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Peter James Moran Managing member 1 Oct 2006 25% - 50% 1474477
Amy Denise Duling Managing member 1 Oct 2006 25% - 50% 3079478
Francis Joseph Mcaleer Managing member 1 Oct 2006 25% - 50% 1396858
Andrew Turner Member 1 Oct 2006 75% - 100% 5249162
Dundeewealth Inc. Shareholder 1 Jul 2008 75% - 100% xx-xxxxxxx
2178991 Ontario Inc Member 1 Jul 2008 75% - 100% xx-xxxxxxx

Based in Berwyn

The principal office where Bhr Fund Advisors, L.P. performs its advisory services is located at 1160 West Swedesford Road, Berwyn, PA 19312, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 610-854-0902 or by fax 610-640-2933. The normal business hours are 8:30- 5:00 on Monday - Friday.


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