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Bayworth Capital

Bayworth Capital. CRD 284360

B

CRD: 284360

Bayworth Capital

$90.6M Total AUM
$89.7M Disc. AUM
-- 3Y CAGR
4 Employees
196 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · TD Ameritrade
Clients
Retail and Institutional
Platforms
Available
Established Date
08-02-2016
Office Locations
4

Office Locations

1980 Post OAK Blvd Suite 100 Houston TX
875 N Michigan Avenue Suite 3100 Chicago IL
-- Glenview IL

About Bayworth Capital

Bayworth Capital is a Chicago-based RIA with 4 offices. The firm has been operating for 9 years. Managing $90.6M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.

Team overview

53 AVG AGE
$22.7M AVG AUM / ADVISOR
$462.3K AVG AUM / CLIENT
6.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

ARA BAYINDIRYAN

ARA BAYINDIRYAN

Chief Compliance Officer, Chief Investment Officer, Managing Member

CRD
#6671108
Ownership
75% or more
Available
Available
Available

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Contacts

PAUL DAVID MARDOIAN

PAUL DAVID MARDOIAN

--

CRD
#1910890
Available
Available
Available
A

AVEDIS KHATCHIK MAVILIAN

President

CRD
#6263067
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $89,681,616 --
Non-Discretionary $936,272 --
Total $90,617,888 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Corporate - Investment Grade:
Available
U.S. Government/Agency:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Corporate - Investment Grade Available Available
U.S. Government/Agency Available Available
Cash Available Available
Total Available Available

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