SourcingSourcing

BAYSWATER MANAGEMENT COMPANY LP

C34
CRD 285290·SEC 801-108650·DENVER, CO
AUM
$991.5M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BAYSWATER MANAGEMENT COMPANY LP
CRD
285290
SEC file #
801-108650
EIN
991338888
DBA names
—

Economics

AUM
$991.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$638.9M → $991.5M▲ +55%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
18
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
11 advisors → 6 advisors▼ -45%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bayswater.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STRUNA, STEPHEN, MICHAEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
STRUNA, STEPHEN, MICHAEL
BELCHER, LYNN, STEPHEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002039733
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-10-08
Edgar Last Filing Date
2025-10-06
Edgar Form D Count
2
Edgar Form D Offerings
2025-10-062025-10-06 · 0001104659-25-096999
2024-10-082024-10-08 · 0001104659-24-106936

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs24
E*trade4
Edgar Addresses
Mailing
730 17TH STREET, SUITE 500DENVER, CO 80202
Business
730 17TH STREET, SUITE 500DENVER, CO 80202
Edgar EIN
991338888
Edgar Recent Filings
D/A2025-10-06 · 0001104659-25-096999
D2024-10-08 · 0001104659-24-106936
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6704889
Trust Company Affiliate
No

People (5)

5
STRUNA, STEPHEN, MICHAEL
Direct Owner · 37.5%
6704889
BELCHER, LYNN, STEPHEN
Direct Owner · 17.5%
6704891
WIND, VICTOR, ANTHONY
Direct Owner · 7.5%
6704888
ARSENAULT, JOHN, WILLIAM
Direct Owner · 7.5%
6763399
DYER, JOHN, EDWIN
Direct Owner · 7.5%
6725163