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BAYPINE HOLDINGS LP

BOSTON, MA · CRD 311154 · IAPD ↗ · baypine.com · (617) 880-7440

$5.10BRegulatory AUM
32Advisory reps
55Employees
0Clients
n/aPlanning clients
9Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — BAYPINE HOLDINGS LP reported RAUM up 53% ($3.33B -> $5.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — BAYPINE HOLDINGS LP shrank from 32 to 26 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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