BAY PLAN FUND MANAGEMENT LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 335390
Firm profile
FINTRXOverview
BAY Plan Fund Management LLC is a privately held limited liability company that operates as a sponsor, general partner and managing member for pooled investment vehicles. The firm’s activity is concentrated in the management and oversight of at least one hedge fund vehicle rather than retail advisory relationships. Regulatory and service-type flags available indicate the firm is not positioned as a multi-state adviser, is not an active ESG investor and does not present itself as a pension consultant or related adviser. The business appears highly concentrated and closely held: ownership is limited and capital management is routed through pooled-vehicle structures rather than through separate advisory accounts. Public-facing client relationships and fee schedules are not recorded, which is consistent with a firm organized primarily to run private pooled strategies and to act as sponsor/GP for those structures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Nader Habli
CRD 8063283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
OAKLAND
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 7 W Square Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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