Baypointe Partners, LLC

Fee-Only (% of Portfolio)

Baypointe Partners provides investment management services to institutional investors through separately managed accounts. Baypointe focuses on risk-adjusted capital appreciation through long and short investments primarily in large-cap and mid-cap issuers in the consumer sector. Baypointe tailors its advisory services for each account based on the investment objectives and restrictions in the investment advisory agreements.

Assets Under Management$110M
Clients3
Advisors1
Avg. per Client$36M
Avg. per Advisor$110M

Fee Structure

Investment management only (planning not offered)

Baypointe Partners receives a management fee and a performance-based fee for its services. The management fee is a minimum of 1% of the account's notional investment, calculated and payable monthly in arrears. Baypointe also receives an annual performance fee equal to 15% of the investment profits above a threshold amount and any unrecouped investment losses from the previous year. The fees charged can vary based on the Investment Advisory Agreement.

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Location

1 Advisors at this firm