Bayforest

Fee-Only (% of Portfolio)

Bayforest Capital Limited offers investment advice to clients on a variety of securities and instruments, implementing strategies through investment vehicles and portfolios. Bayforest serves as an investment advisor with authority to private pooled investment vehicles. Bayforest also provides advisory services to separately managed accounts for institutional investors and accredited investors or qualified purchasers. The firm uses a research-intensive, data-driven quantitative and systematic trading and investment program.

Assets Under Management$720M
Clients9
AdvisorsN/A
Avg. per Client$80M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Bayforest Capital Limited is compensated through asset-based management fees and performance-based fees. Asset-based fees are fixed annual fees, paid monthly, based on the value of your portfolio. A performance fee is based upon a percentage of the net profits of the account being managed. The anchor price for fees is currently 2% management and 20% of annual performance. Advisory fees are negotiable for clients or investors in certain circumstances.

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Bayforest | TrueAdvisor