$483M

Assets under Management

2021 | 2022

Investopedia top 100 advisors

15+

Years Serving Clients

Visionary

INNOVATIVE SOLUTIONS BUILT AROUND YOU

Bay Street Capital Holdings is a leading provider of investment, advisory, wealth management, and financial planning services. As a fiduciary, we invest on the behalf of our clients with integrity, focus, and careful stewardship of their capital. Our mission is to inspire the next generation of diversified investors through the investment of alternative asset classes with priority on managing total risk and volatility.

Your Focus | Our Expertise

Bay Street Capital Holdings is an independently owned advisory and wealth management firm that offers a comprehensive set of services dedicated to building and preserving the financial security of our clients. Whether you are an individual, family, family office, or institution, we welcome you and invite you to meet our team.

Financial Planning

Asset Management

Institutional Investors

Multi-Family Office

Real Estate

Our Guiding Principles

Transparency

We value the trust our clients place in us and uphold the highest standards of integrity, honesty, and transparency.

Performance

We invest with high conviction, through the lens of history, in companies that will outperform, reduce risk, and enhance returns.

Responsibility

We are committed to exceptional standards of corporate responsibility as a fiduciary to improve the lives of our clients.

Leadership

Our leadership team works toward a single purpose: To improve the financial security of our clients and exceed expectations.

Awards and Recognitions

When you invest, it's good to know you're among the best

WHAT WE'RE THINKING

Investing Ideas
|October 27, 2022