Barnegat Bay Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 111798
- Website
- www.barnegatbaycapm.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.36%
- Individuals9%
- Charitable Organizations5.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Barnegat Bay Capital Management LLC is a privately owned, limited liability investment adviser that manages portfolios for both individual and institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individuals, small businesses and institutions; it also runs educational seminars and workshops. It is not positioned as a capital allocator or pension consultant, does not describe itself as an active ESG investor, and is registered to operate in a single state rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Mary Coughlin
Founder & Managing MemberCRD 2104701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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