Bayforest

RIASEC Registered
Total AUM
$318M
Discretionary
$318M
100% of AUM
Avg account
$106M
Accounts
3
Employees
20
Advisory reps
2

Firm details

Headquarters
London,
CRD number
312969
Registered since
December 16, 2024
Custodians
MORGAN STANLEY & CO. LLC, GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.31%
  • Corporations / Businesses15.69%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bayforest is a limited liability company that operates as a hedge fund manager focused on institutional investors. The firm is registered with the SEC — it completed SEC registration in 2024 — and lists CPO/CTA activities alongside portfolio management for pooled investment vehicles and for businesses or institutions. Bayforest also serves as sponsor, general partner, and managing member of pooled vehicles, and it charges both a percentage-of-assets fee and performance-based fees consistent with a traditional hedge fund fee model. Ownership is a mix of a foreign entity and an individual. The firm does not identify itself as an ESG investor, and its activities are concentrated on pooled structures and institutional mandates rather than retail advisory relationships.

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

Asset composition

Asset composition: Cash & Cash Equivalents 48%, Exchange Traded Equities 45%, Derivatives 6%48%
  • Cash & Cash Equivalents48%
  • Exchange Traded Equities45%
  • Derivatives6%

Owners & executives

2 of 2
  • Theodoros Tsagaris

    Chief Investment OfficerCRD 7710350

  • David Beddington

    Chief Operating OfficerCRD 7710353

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
3 Orch Pl
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth