Blackbay Capital Advisors LLC

RIAState Registered
Total AUM
$9.5M
Discretionary
$9.5M
100% of AUM
Avg account
$119K
Accounts
80
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
116888
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blackbay Capital Advisors LLC is organized as a limited liability company and operates as an institutional Registered Investment Adviser. The firm reports an institutional client focus and charges fees as a percentage of assets under management. Its regulatory disclosures list a mix of business and advisory activities beyond pure portfolio management — including serving as an other financial product salesperson, publishing periodicals or newsletters, offering market timing services, and running educational seminars or workshops. The adviser does not identify as an ESG-focused investor and is not designated as a multi-state adviser. The firm is authorized to provide portfolio management for individuals and small businesses in addition to institutional work, which suggests it maintains a flexible advisory registration even though its stated client base is institutional. Blackbay is not described as a capital allocator and is not flagged as newly formed.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth