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BAYFOREST

LONDON, United Kingdom · CRD 312969 · IAPD ↗ · bayforest.ai · +442039685227

$318.1MRegulatory AUM
9Advisory reps
20Employees
6Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

18
July 2026 — BAYFOREST reported RAUM down 56% ($722.2M -> $318.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
July 2025 — BAYFOREST crossed $500M in regulatory AUM ($290.5M -> $722.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
January 2025 — BAYFOREST (LONDON, United Kingdom) is newly SEC-registered with $290.5M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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