BAU ADVISORS

Overview

BAU Advisors operates as a compact, SEC-registered investment adviser formed as a limited liability company. The firm’s client base is institutional and its advisory mandate centers on portfolio management for pooled investment vehicles rather than direct retail wealth management. BAU Advisors combines a standard percentage-of-assets fee schedule with performance-based fees, signaling an emphasis on active management and alignment with manager performance. The firm is not positioned as a broad capital allocator; instead it relies on third-party managers to implement portions of its strategies. BAU Advisors does not identify as an ESG investor and does not present itself as a pension consultant or related-adviser network. Registration in 2019 and an owner structure classified as individual suggest a relatively lean organization that focuses on serving a small number of larger institutional relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices