Bayesian Investment Management

RIASEC Registered
Total AUM
$8.3M
Discretionary
$4.7M
56% of AUM
Avg account
$309K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
309285
Fee structure
Percentage of AUM
Client types
  • Individuals56.29%
  • Pension & Profit Sharing Plans43.71%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bayesian Investment Management is a small, fee-based registered advisory firm organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm tilts heavily toward publicly traded equities delivered through exchange-traded vehicles and separate managed accounts, and it operates both discretionary and non-discretionary mandates. Its client base includes individual and family clients as well as institutional relationships, and the firm prices its services as a percentage of assets under management. Investment posture is equity-forward with a willingness to use third-party vehicles for exposure to commodity and energy sectors. The firm is not an active ESG investor and maintains a relatively concentrated operational footprint, which suggests a boutique, hands-on approach to portfolio construction and client servicing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 35%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents35%

Contacts

1 of 1
  • Michael Baako

    Michael Baako

    Founder and Portfolio ManagerCRD 6520223

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth