BAKAY CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LA JOLLA, California
CRD number
309975

Firm profile

FINTRX

Overview

Bakay Capital Management, LLC is organized as a limited liability company and appears to operate as a boutique manager rather than a broad-based advisory firm. The firm is identified in FINTRX as a commodity pool operator or commodity trading advisor (CPO/CTA), indicating its primary business activity is running pooled investment vehicles or providing trading advice rather than managing retail advisory relationships. FINTRX flags the firm as owned by an individual and not as a capital allocator, multi-state adviser, or active ESG investor.

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

Contacts

1 of 1
  • BERKE BAKAY

    Founder & Portfolio ManagerCRD 4968169

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
888 Prospect St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth