Back Bay Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,391,783
Total clients
0
Total advisors
2
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Back Bay Advisors, LLC is a small investment management firm that provides discretionary portfolio management and ongoing advisory services to individuals, families, trusts, foundations, and certain corporate clients. Client assets are held in separately managed accounts and the firm delivers quarterly reports and at least annual reviews to assess client circumstances and investment objectives.
The firm’s investment approach is long-term and fundamentally driven, emphasizing bottom-up equity selection using discounted cash flow analysis and an emphasis on business quality and durable competitive advantages. Fixed income allocations are customized to each client’s investment objectives and tax situation, turnover is modest, and the practice is long-only with limited use of pooled third‑party managers or derivatives.
What is distinctive for a firm in this category is its client mix — it serves charitable organizations, corporate/business clients, high‑net‑worth and non‑HNW individuals — while operating with a two-person ownership team. The partners combine multi-decade banking and fixed-income experience with dedicated equity research expertise, typically implementing concentrated equity portfolios of roughly 10–20 positions across discretionary accounts and routinely recommending a single preferred custodian.
Client services
Expertise
Fee options
Account minimum: $250,000 Minimum fee: Greater of 1.3% of assets under management or $3,000 per year Fee-only: Fee based on assets under management; no commissions charged
Main office location
Back Bay Advisors, LLC
Virginia Beach VA, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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