Bayforest

RIASEC RegisteredEst. 2024
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 functions as a hedge fund manager focused on institutional clients. The firm is SEC-registered (2024) and organized with both foreign-entity and individual ownership. Its regulatory and business filing classifies it as a Commodity Pool Operator or Commodity Trading Advisor and describes advisory activity centered on portfolio management for pooled investment vehicles as well as for businesses and institutions. Fee arrangements combine a percentage-of-assets component with performance-based fees. Bayforest is not flagged as an active ESG investor and does not identify as a multi-state adviser. Bayforest also serves as sponsor, general partner and managing member of pooled vehicles, indicating direct operational control over its fund structures rather than acting solely as an allocator or third‑party manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • David Beddington

    Chief Operating OfficerCRD 7710353

  • Theodoros Tsagaris

    Chief Investment OfficerCRD 7710350

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