BLACK BAY PARTNERS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$830M
Discretionary
$830M
100% of AUM
Avg account
$119M
Accounts
7
Employees
17
Advisory reps
6

Firm details

Headquarters
NEW ORLEANS, Louisiana
CRD number
284945
Registered since
April 23, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Black Bay Partners, LLC is an SEC-registered investment adviser formed as an LLC and active since 2018. The firm operates primarily as a sponsor and general partner, managing pooled private investment vehicles for institutional clients. Its core classification is private equity fund management and its advisory activities center on portfolio management for pooled investment vehicles. Compensation combines a percentage-of-assets management fee with performance-based fees. Black Bay does not identify as an active ESG investor and is not structured as a separate capital allocator.

Assets & Accounts

Investments & Alternatives

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
  • JULIE ISACKS

    CFO & CCOCRD 6909943

Contacts

3 of 5
  • LINTON COOK

    ManagerCRD 8062349

  • NEVILLE LANCASTER

    ManagerCRD 2385814

  • MICHAEL LEBOURGEOIS

    Managing PartnerCRD 4482546

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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 ORLEANS, LA

ORLEANS

Location

NEW ORLEANS, LA

Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
ORLEANS
Address
1100 Poydras St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth