BESSEMER INVESTMENT MANAGEMENT LLC

Data as of: 03/23/2026
BI
Address
1271 AVENUE OF THE AMERICAS
NEW YORK, NY 10020
Website: bessemer.com
SEC Approved Registration: April 18, 2001
Employees: 70
Investment Advisory Staff: 45

Staff performing investment advisory functions and research

Leadership

GARCIA, YVETTE, MARIE

SECRETARY/MANAGING DIRECTOR/DIRECTOR

01/2019

MACDONALD, HOLLY, HUFFMAN

DIRECTOR

01/2026

GUPTA, RITU

CHIEF COMPLIANCE OFFICER

04/2021

HEILBORN, ALLISON, DIANA

MANAGING DIRECTOR/TREASURER/DIRECTOR

01/2022

MILLS, JEFFREY, D

MANAGING DIRECTOR/PRESIDENT

02/2026

Advisory Overview

Bessemer Investment Management LLC (“BIM” or “We” or “Our”) was formed in 2001 and is a wholly-owned subsidiary of Bessemer Trust Company, N.A. (“BTNA”), a national banking association which in turn is a wholly-owned subsidiary of The Bessemer Group, Incorporated (“BGI”). BTNA and other subsidiaries of BGI advise or provide investment, fiduciary and personal banking services with total assets under supervision of approximately $259 billion as of December 31, 2024. We act as discretionary investment adviser to Old Westbury Funds, Inc, a family of affiliated mutual funds (each, a “Fund”) registered under the Investment Company Act of 1940, as amended, and oversee subadvisers who are responsible for making the day-to-day investment decisions for a portion of Old Westbury Funds, Inc.’s assets. We also provide non-discretionary advisory services, including information regarding our model portfolios, to BTNA. BTNA, however, retains discretionary authority over its investment advisory accounts and makes all investment decisions and recommendations for these accounts. As of December 31, 2024, our discretionary assets under management were approximately $45 billion

Data Source: The information presented on this profile is sourced from the firm's Form ADV and ADV Part 2 Brochure documents filed with the SEC.OCIO Analytics makes every effort to ensure the accuracy of this information but cannot guarantee its completeness or accuracy. For the most current and comprehensive information, please contact the firm directly.

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