BAY CREST PARTNERS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 39944
- Registered since
- January 24, 1996
- Website
- www.baycrestpartners.com
Firm profile
FINTRXOverview
BAY Crest Partners, LLC is organized as a limited liability company and is registered with the SEC since 1996. The dataset lists ownership as a combination of a domestic entity and an individual and classifies the adviser as unclassified. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not recorded as a pension consultant or related adviser. Several typical firm-level items — including client segments, fee schedules, stated business activities, and specific advisory services — were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2LISA CARBONARA
Chief Compliance OfficerCRD 5227955
MICHAEL MANZO
COOCRD 6386708
Contacts
3 of 103Philip Leggiere
ClerkCRD 7893501
PATRICK OLIPHANT
TraderCRD 5172249
BRIAN WHELAN
Sales TraderCRD 5719799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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