BAM Wealth Management LLC — Contact Email, Phone & Team

Overview

BAM Wealth Management LLC is a wealth management firm offering financial planning and investment services. The firm provides a range of services, including financial planning, investment management, and risk management. Their investment focus spans various asset classes, such as fixed income, real estate, private equity, and venture capital. They cater to multiple stages of investment, from seed funding to buyouts and distressed situations. BAM Wealth Management LLC primarily operates within the United States, serving clients across diverse industries, including technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, retail, manufacturing, transportation, utilities, education, agriculture, and construction. They manage investments ranging from $1 million to $50 million, tailoring strategies to meet the unique needs of their clients.

Investment Focus

Accredited Investor Status
Investment Horizon: 5+ Years
Risk Tolerance: High
Due Diligence Process: Comprehensive
Legal Documentation: Subscription Agreement, Private Placement Memorandum
Regulatory Compliance: SEC Registered Investment Adviser
Reporting: Quarterly Performance Reports
Fees: Management Fee (1-2%), Performance Fee (20-25%)
Liquidity: Limited (Subject to Fund Terms)

Portfolio Companies

Comcast Corporation

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Frequently asked questions about BAM Wealth Management LLC

What sectors does BAM Wealth Management LLC invest in?

BAM Wealth Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New Jersey, United States. BAM Wealth Management LLC is listed as a private investment firm in the ConnectSafely investor database.