Baypointe Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$271M
Discretionary
$271M
100% of AUM
Avg account
$67.6M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
Stamford, Connecticut
CRD number
331273
Registered since
September 23, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans45.14%
  • State / Municipal Government32.81%
  • Other Investment Advisers22.05%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Baypointe Partners, LLC is an SEC-registered institutional RIA that focuses on managing assets for institutional clients. The firm is structured as a limited liability company and reports SEC registration beginning in 2024. Its stated advisory activities include portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements combine a percentage-of-AUM element with performance-based fees, reflecting the firm’s involvement with managed pooled products or negotiated institutional mandates. Baypointe does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser relationships.

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Sean Gambino

    Sean Gambino

    Founder & CIOCRD 2973045

  • Zack Rizwan

    CCO and CFOCRD 8084287

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
1 Station Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth