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Blackbay Capital Advisors LLC

Updated today

Total assets under management

$950,000,000

Total clients

1

0% high-net worth

Total advisors

1

of 2 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

1

Average account size

$950,000,000

About

BlackBay Capital Advisors serves individual and high‑net‑worth clients and offers three primary services: discretionary investment supervisory portfolios, a mutual‑fund timing program available in discretionary and blended formats, and a cryptocurrency supervisory service. The firm charges percentage‑of‑assets‑under‑management fees for advisory services, a common approach among similar firms.

Portfolios are customized using a client questionnaire and an Investment Policy Statement, and the firm typically exercises discretionary authority while reviewing supervisory accounts monthly and timing accounts daily. The mutual‑fund timing program uses active market‑timing based on technical indicators (relative strength, overbought/oversold, sentiment, volume), and the cryptocurrency service combines fundamental coin research with proprietary technical charting and active trading.

Noteworthy distinctions include operation by a single advisor while managing nearly $950 million in discretionary assets (a high AUM per advisor), an explicit market‑timing program for mutual funds, and ownership of separate educational businesses that provide trading and cryptocurrency instructional materials, which the firm discloses as outside business activities and potential conflicts of interest. The brochure also discloses a prior regulatory consent order related to an administrative registration oversight and describes regular client communications by letter, phone, email, and Twitter.

Client services

Portfolio management Newsletters or periodicals Educational seminars or workshops Market timing
Also give advice on cryptocurrency investments

Expertise

Private / alternative investments Active portfolio management

Fee options

Percentage

$0 - $100,000: 1% - 2% $100,000 - $250,000: 0.75% - 1.5% $250,000+: 0.5% - 1.5% $0 - $1,000,000: 2.4% - 3% $1,000,000+: Negotiable

Other

Account minimum: No minimum portfolio size requirement stated Fee-only: Investment supervisory and mutual fund timing services charged as percentage of AUM; no commissions or sales charges accepted.

Most active in

Illinois · Missouri

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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