BHZ CAPITAL MANAGEMENT, LP

SAN JOSE, California·3 registered advisors·CRD# 164091
SEC# 801-1076410408-998-5438
01

Firm Overview

AUM
$153M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at BHZ CAPITAL MANAGEMENT, LP

3 registered advisors
Karen Sue Batchelder
BALA CYNWYD, Pennsylvania
Kenneth Jason Li
SAN JOSE, California
Ryan Zaffuto
BALA CYNWYD, Pennsylvania
05

Office Locations

BALA CYNWYD, Pennsylvania
2 advisors
SAN JOSE, California
1 advisor

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Data sourced from SEC Form ADV filings. BHZ CAPITAL MANAGEMENT, LP (CRD# 164091) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.