BAYPOINTE PARTNERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$271M
Discretionary
$271M
100% of AUM
Avg account
$67.6M
Accounts
4
Employees
4
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
331273
Registered since
September 23, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans45.14%
  • State / Municipal Government32.81%
  • Other Investment Advisers22.05%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Baypointe Partners, LLC is a limited liability company that registered with the SEC in 2024 and serves an institutional client base. The firm provides portfolio management for pooled investment vehicles as well as portfolio management for businesses and other institutions. Its fee model combines a percentage-of-AUM advisory fee with the option for performance-based compensation. Baypointe does not present itself as an active ESG investor and is organized under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • SEAN GAMBINO

    Founder & CIOCRD 2973045

  • Zack Rizwan

    CCO and CFOCRD 8084287

Contacts

1 of 1
  • ANDREW BARBER

    RepresentativeCRD 2633200

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Station Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth