BAY POINT FINANCIAL, LLC

BAY POINT FINANCIAL, LLC of BEDFORD, NH is an SEC-registered investment adviser (CRD 153017). Regulatory assets under management: $104.7M.

Registration

• CRD: 153017
• SEC file number: 801-137136
• Type: Registered investment adviser
• Location: 2 BEAUDOIN ST., SUITE A, BEDFORD, NH, 03110
• Phone: 603-626-6699
• Latest filing: 2026-07-22
• Regulatory AUM: $104.7M
• Non-discretionary AUM: $104.7M
• Clients: 1
• Accounts: 325

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153017 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search