BAY POINT ADVISORS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$129M
Accounts
8
Employees
29
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
286050
Registered since
March 19, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BAY Point Advisors, LLC is an SEC-registered investment manager organized as an LLC and first registered in 2019. The firm operates as a multi-faceted manager that sponsors and runs pooled investment vehicles, with its business focused on portfolio management for those vehicles. Its client base is institutional, and its compensation combines a percentage-of-assets fee with performance-based (incentive) fees. FINTRX flags the firm as not actively integrating ESG into its process and not operating as a multi-state advisor. BAY Point also appears in roles typical of an allocator/manager-of-managers: it serves as a sponsor, general partner, or managing member of pooled funds and is affiliated as a CPO/CTA where applicable.

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

Owners & executives

1 of 1
  • Kevin Brawner

    Chief Financial OfficerCRD 7244698

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3050 Peachtree Rd NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth