Data / Investment advisers / Connecticut / Baypointe Partners, LLC
Baypointe Partners, LLC, Stamford, CT: $271 million AUM, SEC registered investment adviser
Baypointe Partners, LLC is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $271 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pension and profit sharing plans, state and municipal governments and other investment advisers. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 331273
- SEC file number
- 801-131165
- SEC status
- Approved, effective September 23, 2024
- Main office
- 1 Station Place Suite 420, Stamford, CT 06902
- Phone
- (516) 381-5246
- Regulatory AUM
- $270,500,006 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $270,500,006
- Accounts
- 4
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 2 | $122.1 million |
| State or municipal government entities | 1 | $88.7 million |
| Other investment advisers | 1 | $59.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $270.5 million | March 31, 2026 |
| December 1, 2025 | $109.3 million | September 3, 2025 |
Other advisers in Stamford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aip Capital Advisors LLC | Stamford | $340 million | 1 | adviserinfo.sec.gov |
| Greylock Capital Management, LLC | Stamford | $313.9 million | 1 | adviserinfo.sec.gov |
| Waypoint Capital Partners, LLC | Stamford | $310.7 million | 9 | adviserinfo.sec.gov |
| Triveni Capital Investments LP | Stamford | $300.9 million | 1 | adviserinfo.sec.gov |
| Hamilton Robinson LLC | Stamford | $292.4 million | 6 | adviserinfo.sec.gov |
| Dayah Capital LLC | Stamford | $264.8 million | 2 | adviserinfo.sec.gov |
| JC Capital Advisors Group LLC | Stamford | $263 million | Not listed | adviserinfo.sec.gov |
| Abundant Wealth Management LLC | Stamford | $243.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Stamford, CT
- Investment advisers in Connecticut
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving state and municipal governments
- Baypointe Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.