Bay Point Financial, LLC: new SEC registration, $105M AUM, Bedford, NH
Bay Point Financial, LLC (Bedford, New Hampshire): new SEC registration, $105M AUM, Bedford, NH. Its amount of 105 is below the median of 135 (17th percentile). Dated 21 days ago, it is in the active follow-up window. Score 75/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 105 · 17th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 7 related NH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Bay Point Financial, LLC |
| Legal name | Bay Point Financial, LLC |
| CRD | 153017 |
| Status | Approved |
| Registered with the SEC | 2026-10-15 |
| Latest Form ADV filing | 2026-10-27 |
| Location | Bedford, NH, United States |
| Regulatory AUM | $104,667,779 |
| Accounts | 325 |
| Employees | 1 |
| Website | HTTP://WWW.BAYPTFIN.COM |
| amount percentile | 17th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (8 NH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-10-15
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (NH first): Mardin Capital Group · Middle Street Capital, LLC · Gassman Financial LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Bay Point Financial, LLC and 8 New Hampshire peers
- New Hampshire NewRiaPulse records like this one: 8
- Bay Point Financial, LLC's amount: 17th percentile of 1,225 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every New Hampshire peer: $1,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $105M under management.
- Website on file.
What is the NewRiaPulse record for Bay Point Financial, LLC in Bedford, New Hampshire?
Bay Point Financial, LLC received SEC registration as an investment adviser (2026-10-15) with $104,667,779 in regulatory assets under management, based in Bedford, NH.
How does Bay Point Financial, LLC compare to other New Hampshire NewRiaPulse records?
Its amount of 105 is below the median (17th percentile); smaller records often move faster and face less competition. It is 21 days old, still within a typical 45-day follow-up window. Its Score of 75/100 puts it among the stronger signals in this feed.
Bay Point Financial, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Bay Point Financial, LLC | Bedford, NH | 105 | 17th | 2026-10-15 |
| Carapace Financial Advisors LLC | Bedminster, NJ | 106 | 18th | 2026-10-22 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
| Colefp | 102 | 13th | 2026-10-30 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Hampshire NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.