BAYPINE HOLDINGS LP

RIASEC RegisteredEst. 2020
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$566M
Accounts
9
Employees
55
Advisory reps
8

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
311154
Registered since
November 18, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Baypine Holdings LP is a limited partnership registered with the SEC in 2020 that operates as a private equity-focused adviser and sponsor. The firm serves institutional clients and concentrates its advisory work on portfolio management for pooled investment vehicles, acting in sponsor, general partner and managing member roles. Baypine charges a mix of percentage-of-AUM and performance-based fees, consistent with its dual role as fund manager and capital allocator. Investment activity centers on private equity strategies delivered through both Baypine-sponsored funds and externally managed private equity relationships. The firm identifies, structures and oversees pooled vehicles rather than providing discretionary retail wealth management. Baypine also reports being an active ESG investor, indicating that environmental, social and governance considerations are formally incorporated into its investment processes and monitoring of portfolio companies.

Assets & Accounts

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 Currier

    Partner and Chief Financial OfficerCRD 7091857

Contacts

3 of 7
  • MARIUS HAAS

    Founding PartnerCRD 7302787

  • DAVID ROUX

    Executive ChairmanCRD 5508229

  • WAN LING MARTELLO

    Founding PartnerCRD 7304378

Unlock 4 more contacts

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
800 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth