Investment adviser · CRD 286050
BAY POINT ADVISORS, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $1.03B Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 29 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 8 | $1,034,023,470 | 100.0% |
Filing source
Form ADV 2058665 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BPCP INVESTMENT HOLDINGS, LPHedge Fund · Last reported Mar 27, 2026$901MGross asset value
Feeder funds
- BAY POINT CAPITAL PARTNERS II, LP
- BAY POINT CAPITAL PARTNERS, L.P.
- BPCP II OFFSHORE, LTD.
- SERIES BAY POINT D/B/A BAY POINT INSURANCE DEDICATED FUND, A SERIES OF SPEARHEAD INSURANCE SOLUTIONS IDF, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 185
BMO HARRIS BANK
LEI 3Y4U8VZURTYWI1W2K376
PINNACLE BANK
LEI 549300CDOC4F7XSRG390
Fund details & source
- Fund ID
- 805-3931231048
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-191739
- Form D file number
- 021-319778
Form ADV 2058665 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BAY POINT LEGAL FUND, LPPrivate Equity Fund · Last reported Mar 27, 2026$65.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY MAY
PCAOB 673
BMO HARRIS BANK
LEI 3Y4U8VZURTYWI1W2K376
EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467
GT SECURITIES, INC.
CRD 116012 · SEC 8-53527
Fund details & source
- Fund ID
- 805-9485486089
- Reported beneficial owners
- 65
- Minimum commitment
- $250K
- Form D file number
- 021-1946232
Form ADV 2058665 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BAY POINT LEGAL FUND II QP, LPPrivate Equity Fund · Last reported Mar 27, 2026$56.5MGross asset value
Form D fundraising filings
BAY POINT LEGAL FUND II QP, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY MAY
PCAOB 673
BMO HARRIS BANK
LEI 3Y4U8VZURTYWI1W2K376
ARKADIOS CAPITAL
CRD 282710 · SEC 8-69729
EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467
GT SECURITIES, INC.
CRD 116012 · SEC 8-53527
HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538
Fund details & source
- Fund ID
- 805-9757212441
- Reported beneficial owners
- 88
- Minimum commitment
- $250K
- Form D file number
- 021-510490
Form ADV 2058665 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BAY POINT LEGAL FUND II, LPPrivate Equity Fund · Last reported Mar 27, 2026$11.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RICHEY MAY
PCAOB 673
BMO HARRIS BANK
LEI 3Y4U8VZURTYWI1W2K376
ARKADIOS CAPITAL
CRD 282710 · SEC 8-69729
EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467
GT SECURITIES, INC.
CRD 116012 · SEC 8-53527
HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538
Fund details & source
- Fund ID
- 805-6598165075
- Reported beneficial owners
- 37
- Minimum commitment
- $250K
- Form D file number
- 021-510484
Form ADV 2058665 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
3050 PEACHTREE ROAD, SUITE 740ATLANTA, GA, 30305, United States
CRD 286050
Filing source
Form ADV 2058665 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.