DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bay Point Advisors, LLC
Latest filing Mar 27, 2026
First filing on the tape Feb 16, 2019 · 15 filings
SEC status approved since Mar 19, 2019
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
29
29 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
7
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$1.0B as of Mar 27, 2026
Mar 27, 2020$273M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 27, 20200 then
Employees (5.A)29 as of Mar 27, 2026
Mar 27, 20208 then
Private funds7 as of Mar 27, 2026
Mar 27, 20203 then
RAUM +17% over the last fiscal year+26% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $129MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.0B, 8 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bay Point Capital Partners II, LP | Hedge Fund | $542M | 542 | Jan 28, 2019 |
| Bay Point Capital Partners, L.P. | Hedge Fund | $112M | 99 | Mar 21, 2017 |
| Bay Point Legal Fund, LP | Private Equity Fund | $59.2M | 69 | Mar 24, 2023 |
| Bpcp II Offshore, Ltd. | Hedge Fund | $21.9M | 12 | Jan 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Ryan Kevin Brawner · Cfo & Ccocontrolsince 04/2020 · owns less than 5%
- George Charles Andros · Ownercontrolsince 05/2016 · owns 75% or more of Andros Holdings LLC
- Edward Gregory Jacobs · Ownercontrolsince 05/2016 · owns 75% or more of Gej Investment Corporation
- B James Kauffmann · Ownercontrolsince 05/2016 · owns 75% or more of Bay Point Venture Corp.
Entity owners
- Andros Holdings LLC · Ownerdirect · owns 25% to 50%
- Bay Point Venture Corp. · Ownerdirect · owns 5% to 10%
- Gej Investment Corporation · Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Fayetteville, GA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 27, 2026bank affiliate (Item 7.A.6): no on the filing of 2025-03-28, yes on the filing of 2026-03-27peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 6 to 8Mar 28, 2025 to Mar 27, 2026
- Advisory employees · 23 to 29Mar 28, 2025 to Mar 27, 2026
- Advisory activities · 2 to 1Mar 28, 2025 to Mar 27, 2026
- BD registered reps · 3 to 1Mar 28, 2025 to Mar 27, 2026
- Pooled vehicle clients · 6 to 8Mar 28, 2025 to Mar 27, 2026
- Assets in custody · $882M to $1.0BMar 28, 2025 to Mar 27, 2026
- Employees · 23 to 29Mar 28, 2025 to Mar 27, 2026
- Other offices · 1 to 2Mar 28, 2025 to Mar 27, 2026
- Private funds · 6 to 7Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $882M to $1.0BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $882M to $1.0BMar 28, 2025 to Mar 27, 2026
- RAUM · $882M to $1.0BMar 28, 2025 to Mar 27, 2026
- Related bank · false to trueMar 28, 2025 to Mar 27, 2026
- Accounts · 4 to 6Mar 26, 2024 to Mar 28, 2025
- Advisory employees · 20 to 23Mar 26, 2024 to Mar 28, 2025
- BD registered reps · 1 to 3Mar 26, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 6Mar 26, 2024 to Mar 28, 2025
- Assets in custody · $713M to $882MMar 26, 2024 to Mar 28, 2025
- Employees · 22 to 23Mar 26, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 28, 2025
- Private funds · 4 to 6Mar 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $713M to $882MMar 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $713M to $882MMar 26, 2024 to Mar 28, 2025
- RAUM · $713M to $882MMar 26, 2024 to Mar 28, 2025
- Advisory employees · 15 to 20Mar 24, 2023 to Mar 26, 2024
- Assets in custody · $515M to $713MMar 24, 2023 to Mar 26, 2024
- Employees · 17 to 22Mar 24, 2023 to Mar 26, 2024
- Discretionary RAUM · $515M to $713MMar 24, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $515M to $713MMar 24, 2023 to Mar 26, 2024
- RAUM · $515M to $713MMar 24, 2023 to Mar 26, 2024
- Accounts · 3 to 4Mar 18, 2022 to Mar 24, 2023
- Advisory employees · 9 to 15Mar 18, 2022 to Mar 24, 2023
- BD registered reps · 0 to 1Mar 18, 2022 to Mar 24, 2023
- Pooled vehicle clients · 3 to 4Mar 18, 2022 to Mar 24, 2023
- Assets in custody · $356M to $515MMar 18, 2022 to Mar 24, 2023
- Employees · 11 to 17Mar 18, 2022 to Mar 24, 2023
- Private funds · 3 to 4Mar 18, 2022 to Mar 24, 2023
- Discretionary RAUM · $356M to $515MMar 18, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $356M to $515MMar 18, 2022 to Mar 24, 2023
- RAUM · $356M to $515MMar 18, 2022 to Mar 24, 2023
Signals
5 dated events
- Bay Point Advisors, Llc reported RAUM $712.9M, up 38% from $515.0M (2023-03-24 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Bay Point Advisors, Llc reported RAUM $515.0M, up 45% from $355.8M (2022-03-18 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- Joseph Mark Deangelis (Chief Compliance Officer) no longer on Schedule A of Bay Point Advisors, Llc (listed 2019-08-16, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- Ryan Kevin Brawner (Chief Compliance Officer) appeared on Schedule A of Bay Point Advisors, LlcMar 27, 2020 · Control person joined · fact
- Bay Point Advisors, Llc filed its initial SEC registration (Form ADV)Feb 16, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- BAY Point Advisors, LLC · Independent Sponsorsshared crd · capital_provider
- BAY Point Advisors, LLC · Private Equityshared crd · organization
- BAY Point Advisors, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bay-point-advisors-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- baypointlegal.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (404) 963-6031reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026