Bhz Capital Management, Lp

BHZ Capital Management, LP is a registered investment adviser with the SEC, providing investment management services since 2012. The firm specializes in discretionary investment advice and management for private investment funds, including the BHZ Consolidation Fund, LP. BHZ Capital focuses on investments in the U.S. community and regional banking sector using a relative value-based strategy with long and short positions in publicly traded equity securities. The firm manages approximately $152,979,340 in regulatory assets under management as of December 31, 2023. For fees, the Funds pay a management fee based on net assets and an annual incentive allocation based on net profit. BHZ Capital does not participate in wrap-fee programs. The firm follows a Code of Ethics and allows for exceptions for personal investments with pre-approval. BHZ Capital exercises investment discretion for its Clients, making investment decisions based on their objectives and guidelines. The firm also handles proxy voting for the Funds and has policies in place to ensure voting in the best interests of the Clients. BHZ Capital has no financial commitments impairing its ability to meet contractual obligations.