Bay Point Advisors, LLC

SEC-regulated
Registered investment advisor
Bay Point Advisors, LLC, established in March 2025, is an SEC-registered investment adviser specializing in providing investment advisory services to Private Funds. The firm is partially owned by Canoochee Capital, LLC, and its key officers include James Kauffmann, Charles Andros, and Gregory Jacobs. Bay Point Advisors primarily focuses on managing three Credit Funds and three Legal Funds, each with specific investment objectives. The Credit Funds aim to generate consistent, low volatility returns through loans and discounted securities, while the Legal Funds seek income and capital appreciation from financial interests in litigation matters. The firm exercises full investment discretion over the Private Funds, with assets managed on a discretionary basis totaling approximately $882 million as of December 31, 2024. Clients investing in the Private Funds must meet specific criteria, with minimum investment amounts ranging from $250,000 to $1,000,000. Bay Point Advisors charges management fees and incentive allocations based on the performance of the Private Funds, with compensation structures detailed in the Governing Documents. The firm has a Code of Ethics to manage conflicts of interest and a disciplined investment approach focusing on specialized due diligence and risk management strategies. Clients receive regular reports and audits to ensure transparency and compliance with regulatory requirements.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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