Bantry Bay, LLC is a large advisory firm based in Melville. It manages $364.8 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2013.
Bantry Bay provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bantry Bay, LLC is $364.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bantry Bay, LLC for their services and products based on a percentage of assets under management and fixed fees. 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.
The principal office where Bantry Bay, LLC performs its advisory services is located at 445 Broad Hollow Road, Melville, NY 11747, 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 631-881-0043 or by fax 631-881-0045. The normal business hours are 8 am to 6 pm on Monday - Friday.