BAY PLAN FUND MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
335390

Firm profile

FINTRX

Overview

BAY Plan Fund Management LLC is a privately held limited liability company that operates as a sponsor, general partner and managing member for pooled investment vehicles. The firm’s activity is concentrated in the management and oversight of at least one hedge fund vehicle rather than retail advisory relationships. Regulatory and service-type flags available indicate the firm is not positioned as a multi-state adviser, is not an active ESG investor and does not present itself as a pension consultant or related adviser. The business appears highly concentrated and closely held: ownership is limited and capital management is routed through pooled-vehicle structures rather than through separate advisory accounts. Public-facing client relationships and fee schedules are not recorded, which is consistent with a firm organized primarily to run private pooled strategies and to act as sponsor/GP for those structures.

Assets & Accounts

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

Contacts

1 of 1
  • Nader Habli

    CRD 8063283

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bloomfield Hills, MI

OAKLAND

Location

Bloomfield Hills, MI

Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
7 W Square Lake Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth