Bayesian Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 309285
- Website
- www.bayesianim.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.29%
- Pension & Profit Sharing Plans43.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bayesian Investment Management is a small, fee-based registered advisory firm organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm tilts heavily toward publicly traded equities delivered through exchange-traded vehicles and separate managed accounts, and it operates both discretionary and non-discretionary mandates. Its client base includes individual and family clients as well as institutional relationships, and the firm prices its services as a percentage of assets under management. Investment posture is equity-forward with a willingness to use third-party vehicles for exposure to commodity and energy sectors. The firm is not an active ESG investor and maintains a relatively concentrated operational footprint, which suggests a boutique, hands-on approach to portfolio construction and client servicing.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents35%
Contacts
1 of 1Michael Baako
Founder and Portfolio ManagerCRD 6520223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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