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 appears in FINTRX as an SEC-registered adviser with registration dating to 1996. Ownership is recorded as a mix of a domestic entity and an individual. The firm's classification is listed as "Unclassified," and the snapshot indicates it does not function as a capital allocator. FINTRX also flags the firm as not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not noted as a related adviser. The database entry contains no substantive statements about the firm's advisory activities, client types, fee structure, or specific business lines.
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 2
Lisa Carbonara
Chief Compliance OfficerCRD 5227955

Michael Manzo
COOCRD 6386708
Contacts
3 of 103
Philip 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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