Bejelentkezés Regisztrálj ingyen

North Bay Capital Management, LP (Boston)


North Bay Capital Management, LP is a large advisory firm based in Boston. It manages $212.8 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

North Bay Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

North Bay Capital Management: assets under management

The assets under management (AUM) of North Bay Capital Management, LP is $212.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $212.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.56 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay North Bay Capital Management, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Llc Thlp/North Bay Advisors General partner 1 Mar 2007 Other foreign

Based in Boston

The principal office where North Bay Capital Management, LP performs its advisory services is located at 100 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-757-3000 or by fax 617-757-3001. The normal business hours are 8am - 5pm on Monday - Friday.


Registered investment advisers similar to North Bay Capital Management, LP