Bayforest

RIASEC RegisteredEst. 2024
Total AUM
$722M
Discretionary
$722M
100% of AUM
Avg account
$241M
Accounts
3
Employees
23
Advisory reps
2

Firm details

Headquarters
London,
CRD number
312969
Registered since
December 16, 2024
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses50.41%
  • Pooled Investment Vehicles49.59%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bayforest operates as a limited liability company and is classified as a hedge fund. Established in 2024, the firm focuses on portfolio management for pooled investment vehicles and institutions. It does not engage in capital allocation and is not an active ESG investor. The firm primarily caters to institutional clients and employs a fee structure that includes a percentage of assets under management and performance-based fees. Bayforest is involved in business activities as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA) and has affiliations as a sponsor and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 93%, Derivatives 7%93%
  • Exchange Traded Equities93%
  • Derivatives7%

Owners & executives

2 of 2
  • David Beddington

    Chief Operating OfficerCRD 7710353

  • Theodoros Tsagaris

    Chief Investment OfficerCRD 7710350

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
3 Orch Pl
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth