LP Profile

Bay Harbor Wealth Management

Also known as bay harbor wealth

Wealth ManagerHunt Valley, United StatesFounded 2011
$255M
Assets Under Management
Hunt Valley
Headquarters
Investment Focus

About Bay Harbor Wealth Management

Bay Harbor Wealth Management is a wealth manager based in Hunt Valley, US. Founded in 2011. Reported AUM: 255 USD millions.

Preferred Investment Types

Venture (General)
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bay Harbor Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$412.0M
Total Clients
1,375
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Bay Harbor Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bay Harbor Wealth Management?

Bay Harbor Wealth Management is a wealth manager based in Hunt Valley, United States, managing approximately $255M in assets.

Where is Bay Harbor Wealth Management headquartered?

Bay Harbor Wealth Management is headquartered in Hunt Valley, United States.

How much does Bay Harbor Wealth Management manage?

Bay Harbor Wealth Management manages approximately $255M in assets under management.

When was Bay Harbor Wealth Management founded?

Bay Harbor Wealth Management was founded in 2011.

What does Bay Harbor Wealth Management invest in?

Bay Harbor Wealth Management focuses on Venture (General).

How can I contact Bay Harbor Wealth Management?

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