BLACKBAY CAPITAL ADVISORS LLC

RIASEC Registered
Total AUM
$9.5M
Discretionary
$9.5M
100% of AUM
Avg account
$119K
Accounts
80
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
116888
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blackbay Capital Advisors LLC is a small, privately held advisory firm operating as a limited liability company. The firm charges fees as a percentage of assets under management and is identified as serving an institutional client base while also providing portfolio management services for individuals and small businesses. Beyond discretionary portfolio work, the firm produces periodicals or newsletters, offers market-timing services, and runs educational seminars and workshops. Its regulatory footprint indicates it is not a multi-state adviser, does not position itself as an ESG investor, and is not identified as a pension consultant or related adviser. Business activities recorded for the firm include acting as an “other financial product salesperson,” which suggests involvement in distribution or placement of financial products in addition to advisory work. Ownership is listed as individual, and the adviser’s classification is unclassified in the available data.

Assets & Accounts

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

Contacts

1 of 1
  • TODD BUTTERFIELD

    PresidentCRD 2017675

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth