BAI FUND MANAGER, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
329232
Registered since
April 3, 2024

Firm profile

FINTRX

Overview

BAI Fund Manager, Inc. is a corporate fund sponsor that focuses on pooled private real estate investment vehicles. The firm is registered with the SEC in 2024 and is owned by an individual. Its primary role is acting as sponsor, general partner and managing member of pooled investment vehicles rather than operating as a traditional advisory business with retail or separately managed accounts. The firm is not flagged as an active ESG investor and does not report a multi-state advisory footprint. Investment activity centers on managing at least one closed or open-ended real estate fund, taking on the responsibilities typical of a fund sponsor: capital formation, manager-level decision making, and oversight of underlying asset allocations. The firm’s classification is unclassified and it does not position itself as a broad capital allocator to third-party accounts.

Assets & Accounts

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

Owners & executives

2 of 2
  • David Yang

    CFO and COOCRD 7885242

  • Mark Bolour

    CEOCRD 7877854

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
8383 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth