BAY Crest Partners, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
104
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
39944
Registered since
January 24, 1996

Firm profile

FINTRX

Assets & Accounts

BAY Crest Partners, LLC is recorded as an SEC-registered limited liability company since 1996. In the FINTRX dataset the firm shows no active client relationships: 0 clients and an average client size of $0.00. No assets under management figure is provided. The record also lists the firm's ownership as a combination of a domestic entity and an individual, while the firm's classification is marked as "unclassified." The absence of reported accounts or AUM suggests the firm may not currently be managing outside client capital or that reporting to this dataset is incomplete.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Lisa Carbonara

    Lisa Carbonara

    Chief Compliance OfficerCRD 5227955

  • Michael Manzo

    Michael Manzo

    COOCRD 6386708

Contacts

3 of 102
  • Matthew Lee

    Matthew Lee

    Equity Derivatives Sales TraderCRD 6979555

  • Mark Koontz

    Mark Koontz

    Managing DirectorCRD 4567505

  • Anthony Conroy

    Registered RepresentativeCRD 1138902

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
40 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth