# BAML Global Principal Investments

BAML Global Principal Investments is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** bofaml.com

## Regulatory record

- **Reports private funds:** No

## About

BAML Global Principal Investments is a US-based investment bank in Charlotte. It oversees approximately $3.5 billion in assets across 57 funds, primarily focused on North America.

## Questions

### Is BAML Global Principal Investments a standalone entity or a division of Bank of America?

It is an internal division of Bank of America, not a separately incorporated entity. The group invests the bank's own balance sheet capital and does not manage third-party client funds, though its activities are coordinated with the broader corporate and investment banking platform.

### What types of investments does the group make?

The group pursues direct equity co-investments alongside private equity sponsors, buys limited partner interests in private equity and credit funds, and provides mezzanine debt and preferred equity to middle-market and large-cap companies. Its sector appetite tilts toward industries where Bank of America's investment banking franchise has strong advisory relationships, including financial services, healthcare, technology, and industrial businesses.

### How does the Volcker Rule affect BAML Global Principal Investments?

The Volcker Rule restricts proprietary trading and limits bank investments in private equity and hedge funds to no more than 3% of the fund's total capital and 3% of the bank's Tier 1 capital. BAML Global Principal Investments structures its commitments to comply with these thresholds, operating within a regulatory framework that constrains the scale but not the existence of bank-affiliated principal investing.

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Last updated: 2026-06-03T20:00:00.000Z

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