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BLACK BAY PARTNERS, LLC

NEW ORLEANS, LA · CRD 284945 · IAPD ↗ · blackbaypartners.com · 504-227-3020

$830.1MRegulatory AUM
12Advisory reps
17Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — BLACK BAY PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — BLACK BAY PARTNERS, LLC crossed $500M in regulatory AUM ($383.5M -> $830.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
57
April 2026 — BLACK BAY PARTNERS, LLC grew from 8 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2025 — BLACK BAY PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
13
December 2024 — BLACK BAY PARTNERS, LLC changed its website from blackbayenergy.com to blackbaypartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
43
December 2024 — BLACK BAY ENERGY CAPITAL, LLC is now doing business as BLACK BAY PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
December 2024 — BLACK BAY PARTNERS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.