Bayberry Capital Partners LP (New York)

Bayberry Capital Partners LP is a large advisory firm based in New York. It manages $143.48 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2019.

Bayberry Capital Partners 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.

Bayberry Capital Partners: assets under management

The assets under management (AUM) of Bayberry Capital Partners LP is $143.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $143.48 million of the total AUM is attributable to clients outside of the United States.

The firm manages $143.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.83 million each.

Bayberry Capital Partners has custody of $143.48 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bayberry Capital Partners LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bayberry Capital Partners serves?

The only and largest group of clients of Bayberry Capital Partners is pooled investment vehicles with 3 clients and $143.48 million of assets under management. Among the 11 most similar advisory firms, Bayberry Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $143.48 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Bayberry Capital Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Bayberry Capital Partners LP

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Angela Nicole Aldrich	Limited partner, principal	1 Sep 2018	75% - 100%	5151922
Bayberry Capital Partners Gp Llc	General partner	1 Sep 2018	Other	83-2112279
Brian Cromwell Smith	Chief operating officer, chief financial officer, chief compliance officer	1 Sep 2018	Other	7069827

Based in New York

The principal office where Bayberry Capital Partners LP performs its advisory services is located at 215 Park Avenue South, New York, NY 10003, 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 212-866-3059. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.