Endowment / FoundationRIA · CRD 170715SEC-Registered

Updated:

Bethesda, Inc.

Bethesda, Inc. is an SEC-registered investment adviser in Bethesda, MD. The firm manages $84 million in regulatory assets. It has 2 employees and 2 investment...

Bethesda, Inc. logo

Bethesda, Inc.

Bethesda, Inc. is an SEC-registered investment adviser in Bethesda, MD. The firm manages $84 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Endowment

Year founded

1982

AUM

190 (Altss estimate)

Location

Region

North America

Country

United States

City

Bethesda

Corporate office

Cincinnati, United States

Principals

Jill Miller

President & CEO

Sector focus

Healthcare Services

Frequently asked questions

Who runs investment decisions at Bethesda, Inc.?

Jill Miller serves as President and CEO and oversees both Bethesda, Inc. and the bi3 vehicle.

How is Bethesda, Inc. related to TriHealth?

Bethesda, Inc. acts as a co-sponsor and strategic partner of TriHealth.

What is the geographic focus of Bethesda, Inc. deployments?

Activity centers on Cincinnati and surrounding Ohio counties, including Butler County.

Does Bethesda, Inc. maintain separate philanthropic vehicles?

Yes. The organization operates the bi3 vehicle alongside its core endowment activities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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