Owner · Bay Point Advisors, LLC
James B. Kauffmann
CRD 1584150 · Named on Form ADV at one SEC-registered adviser
At a glance
Bay Point Advisors, LLC, an SEC-registered private fund adviser based in Atlanta, GA with $1.0 billion in regulatory assets, lists James B. Kauffmann on its Form ADV as Owner, a control person.
Firms and roles
- Bay Point Advisors, LLCOwnerPrivate fund adviser · Atlanta, GA · $1.0B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Kevin R. BrawnerCFO & CCO, Bay Point Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.