Blackbay Capital Advisors LLC

RIASEC 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 a small, privately owned limited liability company operating as an institutional registered investment adviser. The firm bills advisory fees as a percentage of assets under management and is classified as an institutional RIA, though its listed advisory activities also include portfolio management for individuals and small businesses. Beyond investment management, the firm engages in publication of periodicals or newsletters, offers market timing-related services, and runs educational seminars or workshops. It also participates in selling other financial products. Blackbay is not identified as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Todd Butterfield

    Todd Butterfield

    PresidentCRD 2017675

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth