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Bessemer Investment Management LLC
Jeffrey Mills · Investment Advisor · Multi-Strategy
Bessemer Investment Management LLC is an investment advisory firm and a wholly owned subsidiary of Bessemer Trust, a private, independent office founded in 1907 by Henry Phipps, a partner of Andrew Carnegie. Based in New York, the firm was established as a distinct entity in 2001 and provides professional portfolio management to high-net-worth individuals, families, and institutional clients. It serves as a discretionary investment adviser for various strategies and provides oversight for the Old Westbury Funds. The firm focuses on long-term capital preservation and wealth growth through a disciplined process that integrates fundamental and quantitative research. Leveraging over a century of heritage, the firm manages diverse asset classes including domestic and international equities, fixed income, and alternative investments, maintaining a commitment to conflict-free, client-centric service aimed at protecting multi-generational wealth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.5% |
| YTD return | +13.4% |
| Sharpe ratio | 3.36 |
| Win rate | 72% |
| AUM | $32.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $32.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bessemertrust.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.4% | +19.3% |
| AAPL | Apple Inc | 12.4% | +30.2% |
| GOOGL | Alphabet Inc Class A | 11.6% | +39.4% |
| MSFT | Microsoft Corporation | 9.5% | -2.1% |
| AMZN | Amazon.com Inc | 8.0% | +13.1% |
| AVGO | Broadcom Inc | 5.1% | +8.1% |
| META | Meta Platforms Inc. | 5.0% | +6.6% |
| JPM | JPMorgan Chase & Co | 4.4% | +9.9% |
| TSM | Taiwan Semiconductor Manufacturing | 3.5% | +37.8% |
| LLY | Eli Lilly and Company | 3.3% | +4.8% |
| NEE | Nextera Energy Inc | 2.5% | -0.4% |
| ABBV | AbbVie Inc | 2.4% | +12.5% |
| BAC | Bank of America Corp | 2.3% | +9.2% |
| V | Visa Inc. Class A | 2.1% | +4.0% |
| AMAT | Applied Materials Inc | 2.0% | +1.9% |
| TSLA | Tesla Inc | 2.0% | +10.6% |
| AMD | Advanced Micro Devices Inc | 2.0% | +21.6% |
| CVX | Chevron Corp | 1.9% | +28.7% |
| COST | Costco Wholesale Corp | 1.9% | -2.0% |
| COF | Capital One Financial Corporation | 1.6% | -0.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | COF | 0.0% → 1.6% |
| Sep 21, 2026 | SELL | META | 4.8% → 5.0% |
| Sep 21, 2026 | BUY | GOOGL | 11.3% → 11.6% |
| Sep 21, 2026 | BUY | NEE | 2.6% → 2.5% |
| Sep 21, 2026 | SELL | TSLA | 2.1% → 2.0% |
Investment Style Analysis
Bessemer Investment Management LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $32.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Bessemer Investment Management LLC made a significant move by increasing exposure to COF. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on the preservation and growth of irreplaceable wealth through a long-term, multi-generational lens. They employ a research-driven approach that combines strategic asset allocation with active security selection, utilizing both fundamental and quantitative analysis to identify high-quality businesses with sustainable competitive advantages. The strategy emphasizes rigorous risk management and a global perspective to capture diverse growth opportunities while protecting capital during market downturns. By focusing on after-tax and after-inflation returns, the firm seeks to achieve specific client objectives through a high-conviction, disciplined methodology that remains adaptable to evolving market conditions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bessemer Investment Management LLC.
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Frequently asked questions
How is the simulated portfolio for Bessemer Investment Management LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bessemer Investment Management LLC's largest holding?
As of the latest filing, Bessemer Investment Management LLC's top position is NVIDIA Corporation (NVDA), representing 16.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bessemer Investment Management LLC's historical performance and risk profile?
Our simulation indicates a total return of +18.5% with a win rate of 72%. Notably, the portfolio maintains a Sharpe Ratio of 3.36, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Bessemer Investment Management LLC primarily invest in?
Bessemer Investment Management LLC has a strong preference for the Semiconductors sector, which makes up 27.1% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Bessemer Investment Management LLC's portfolio concentrated or diversified?
Bessemer Investment Management LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Bessemer Investment Management LLC performed in 2026?
Our AI-simulated model portfolio for Bessemer Investment Management LLC tracks a Year-to-Date (YTD) return of +13.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeffrey Mills manage Bessemer Investment Management LLC directly?
Yes, Jeffrey Mills serves as the key portfolio manager for Bessemer Investment Management LLC, overseeing the investment strategy and final capital allocation decisions.