← Tributary

BAY STREET CAPITAL HOLDINGS

· CRD 299361 · IAPD ↗ · 650-464-8275

$75.9MRegulatory AUM
4Advisory reps
12Employees
5Clients
101-250Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — BAY STREET CAPITAL HOLDINGS (location n/a) left the SEC roster (was $75.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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