Domestic entity
EntityBESSEMER TRUST COMPANY, NAStatusSHAREHOLDERReported since09/1981Ownership75% or moreControl personYes
Bessemer Investment Management LLC
NEW YORK, NY
Form ADV and provider website profile · CRD 112215 · regulatory data as of Mar 23, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Bessemer Investment Management LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$47.0BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
10Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$47.0BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 03/2001
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Na Bessemer Trust Company | Member | 03/2001 | Domestic entity | Yes | 75% or more |
| Yvette Marie Garcia | Secretary/Managing Director/Director | 01/2019 | Individual | Yes | Less than 5% |
| Holly Huffman Macdonald | Director | 01/2026 | Individual | Yes | Less than 5% |
| Ritu Gupta | Chief Compliance Officer | 04/2021 | Individual | No | Less than 5% |
| Allison Diana Heilborn | Managing Director/Treasurer/Director | 01/2022 | Individual | Yes | Less than 5% |
| Jeffrey D Mills | Managing Director/President | 02/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVYM
Yvette Marie Garcia
Secretary/Managing Director/Director
HH
Holly Huffman Macdonald
Director
RG
Ritu Gupta
Chief Compliance Officer
AD
Allison Diana Heilborn
Managing Director/Treasurer/Director
JD
Jeffrey D Mills
Managing Director/President
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives6
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateApr 18, 2001
CRD number112215