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SEC-registered adviser

B•••••• C•••••• L•

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 328829SEC 801-134031websiteIAPD
Latest filing Jul 13, 2026
First filing on the tape Jul 16, 2025 · 4 filings
SEC status approved since Jul 28, 2025
RAUM
$731M
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
12
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$731M as of Jul 13, 2026
Jul 16, 2025$570M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 13, 2026
Jul 16, 20250 then
Employees (5.A)12 as of Jul 13, 2026
Jul 16, 202510 then
Private funds5 as of Jul 13, 2026
Jul 16, 20255 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 13, 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
$146MderivedRAUM 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
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween 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
$731M, 5 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
  • 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)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$731M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
5reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$731M for 5 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=0.0derived
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
      Every departureEvery arrival
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B•••••• F••• I• E•••• R••••••••• S••• L••Private Equity Fund$70.0M17Nov 15, 2023
      B•••••• F••• I• T•• S••• L••Private Equity Fund$32.0M20Mar 1, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • H••••• D••••••• A•••• · Managing Partner / Limited Partnercontrol
        since 01/2021 · owns 50% to 75%
      • M••••• I•• R•••••• W•••••• · Chief Financial Officer/Chief Compliance Officercontrol
        since 07/2025 · owns less than 5%
      • S••••••• J•••• T••••• · Managing Partner / Limited Partnercontrol
        since 02/2024 · owns 50% to 75%
      Entity owners
      • B•••••• C•••••• G•• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 10 to 7
        Oct 7, 2025 to Mar 31, 2026
      • Assets in custody · $570M to $731M
        Oct 7, 2025 to Mar 31, 2026
      • Employees · 10 to 12
        Oct 7, 2025 to Mar 31, 2026
      • Discretionary RAUM · $570M to $731M
        Oct 7, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $570M to $731M
        Oct 7, 2025 to Mar 31, 2026
      • RAUM · $570M to $731M
        Oct 7, 2025 to Mar 31, 2026
      • Related bank · false to true
        Oct 7, 2025 to Mar 31, 2026
      Signals
      1 dated events
      • B•••••• C•••••• L• reported RAUM $730.8M, up 28% from $570.5M (2025-10-07 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      Bayhawkcapital.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      202-494-2362reportedpublic record, Form ADV, Jul 13, 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