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BAYHAWK CAPITAL LP

BOSTON, MA · CRD 328829 · IAPD ↗ · 202-494-2362

$730.8MRegulatory AUM
7Advisory reps
12Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — BAYHAWK CAPITAL LP shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2026 — BAYHAWK CAPITAL LP reported RAUM up 28% ($570.5M -> $730.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
August 2025 — BAYHAWK CAPITAL LP (BOSTON, MA) is newly SEC-registered with $570.5M RAUM and 10 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.