AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Baypointe Partners, LLC
Baypointe Partners, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Baypointe Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Baypointe Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Baypointe Partners, LLC located?
Baypointe Partners, LLC's principal office is in Stamford, CT, according to its Form ADV.
Is Baypointe Partners, LLC registered with the SEC or a state?
Baypointe Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331273.
How much does Baypointe Partners, LLC manage?
Baypointe Partners, LLC reports $270,500,006 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Baypointe Partners, LLC's assets and staff changed since 2024?
In the Form ADV data for Baypointe Partners, LLC: Regulatory assets under management: $0 in the October 2024 data and $270,500,006 in the October 2026 data. Total employees: 2 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Baypointe Partners, LLC serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (2); state or municipal government entities (including government pension plans) (1); other investment advisers (1).
Does Baypointe Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331273
What changed in Baypointe Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $109,335,552 to $270,500,006 (+147%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$270,500,006 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $270,500,006 | 4 | March 31, 2026 |
| October 2025 | $109,335,552 | 4 | May 13, 2025 |
| October 2024 | $0 | 2 | August 23, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $270,500,006 in the October 2026 data.
Total employees: 2 in October 2024 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $109,335,552 to $270,500,006 (+147%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Baypointe Partners, LLC (CRD 331273): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/baypointe-partners-llc-stamford-ct-331273