Bayberry Capital Partners LP

RIASEC RegisteredEst. 2019
Total AUM
$533M
Discretionary
$533M
100% of AUM
Avg account
$178M
Accounts
3
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
300381
Registered since
March 18, 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

Bayberry Capital Partners LP is organized as a limited partnership that operates a hedge fund focused on managing pooled investment vehicles for institutional investors. The firm is registered to perform CPO/CTA activities and acts as sponsor, general partner, and managing member of its funds, which points to hands-on portfolio and operational control of its pooled strategies. Compensation is a mix of an asset-based management fee and performance-based fees, consistent with a hedge fund operating model. The firm does not market itself as an ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jason Danen

    Chief Compliance Officer and Chief Operating OfficerCRD 8103829

Contacts

2 of 2
  • Brian Smith

    Brian Smith

    FounderCRD 7069827

  • Angela Aldrich

    Angela Aldrich

    Founder & Managing PartnerCRD 5151922

Wealth teams

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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

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
331 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth