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BAYPOINTE PARTNERS, LLC

STAMFORD, CT · CRD 331273 · IAPD ↗ · 516-381-5246

$270.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2026 — BAYPOINTE PARTNERS, LLC reported RAUM up 147% ($109.3M -> $270.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
January 2025 — BAYPOINTE PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
October 2024 — BAYPOINTE PARTNERS, LLC (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.