Baymount Management Lp
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Overview
Baymount Management Lp operates as a financial advisor firm that has its headquarters in Miami, Florida. The firm has $813.1 million in total assets throughout five customer accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 5 financial advisors. Baymount Management Lp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as options, stocks and bonds.
Baymount Management Lp administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring the client's permission. The company's average account size is $162.6 million. The typical financial advisor at Baymount Management Lp manages around one client account, making it one of the most personalized firms in the country.
Baymount Management Lp's central office is at 3350 Virginia Street, Miami, Florida 33133. The firm is legally permitted to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Baymount Management Lp by the Numbers
$813.1 million
10
5
$162.6 million
Fee Structure
Fees for financial advice typically vary depending on which services the firm provides the client. Fees charged by the firm most likely include some blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its five clients, Baymount Management Lp's biggest client group is pooled investment vehicles. Around 80% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Baymount Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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