Full text of BAYSTATE CAPITAL SERVICES, INC.'s X-17A-5 filed 2026-05-12. Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## BAYSTATE CAPITAL SERVICES, INC. (A Wholly-owned Subsidiary of Monarch Life Insurance Company) ## FINANCIAL STATEMENTS WITH SUPPLEMENTARY INFORMATION As of and for the Year Ended December 31, 2025 {1}------------------------------------------------ 01/01/2025 12/31/2025 # Baystate Capital Services, Inc. ■ # 330 Whitney Avenue, Suite 500 | Holyoke | MA | 01040 | | | | |--------------------------|--------------|--------------------------|--|--|--| | | | | | | | | | | | | | | | Atilla G. Aritan | 413-784-6196 | a.aritan@monarchlife.com | | | | | | | | | | | | | | | | | | | See<br>attached<br>note. | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | {2}------------------------------------------------ #### OATH OR AFFIRMATION I. Atilla G. Aritan , swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm of Baystate Capital Service, Inc. as a manufacturer and the comments of the last of December 31 2 25 , is true and correct. I further swear (or affirm) that neither the company nor any partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified solely as that of a customer. KAREN A. BRAULT MOSON Notary Public, Commonwealth of Massachusetts My Commission Expires May 30, 2032 A practit Signature: 7 Title: President and Director #### This filing \*\* contains (check all applicable boxes): - = (a) Statement of financial condition. - [ (b) Notes to consolidated statement of financial condition. - @ (c) Statement of income (loss) or, if there is other comprehensive income in the period(s) presented, a statement of comprehensive income (as defined in § 210.1-02 of Regulation S-X). - (d) Statement of cash flows. - = (e) Statement of changes in stockholders' or partners' or sole proprietor's equity. - [ (f) Statement of changes in liabilities subordinated to claims of creditors. - (g) Notes to consolidated financial statements. - [h) Computation of net capital under 17 CFR 240.15c3-1 or 17 CFR 240.18a-1, as applicable. - [ (i) Computation of tangible net worth under 17 CFR 240.18a-2. - □ (j) Computation for determination of customer reserve requirements pursuant to Exhibit A to 17 CFR 240.15c3-3. - □ (k) Computation for determination of security-based swap reserve requirements pursuant to Exhibit B to 17 CFR 240.15c3-3 or Exhibit A to 17 CFR 240.18a-4, as applicable. - □ (I) Computation f…Read the full text as markdown