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.
We focus on where we add value through our expertise and experience to seize emerging opportunities for our clients. Here at Bay Street Capital Holdings, we provide access to institutional-quality investment opportunities while offering highly attentive support delivered by experienced advisors. We understand the unique investment and financial needs of foundations and endowments and can assist in relieving you of the complexities of managing an investment strategy so you can focus on the critical aspects of your organization.
Leave it to us to manage the complex details of your investment portfolio so you can have the freedom to focus on the critical aspects of your organization. As an outsourced investment option, we'll listen to your needs to create a customized portfolio that aligns with your objectives, financials, and investment needs and broaden your range of investment opportunities.
Our research and insights offers a new perspective on the industry's evolving trends and strategies. We provide investment insights and access to a deeper pool of opportunities not easily accessible to individual investors. We are here to assemble the research so you can stay on par with the peer and industry trends of today's ever evolving private market investing.
We can significantly broaden your investment opportunities by assessing and providing exclusive insight to a deeper pool of private market opportunities. This unique access gives you the opportunity to view pricing with emerging managers, discover a marketplace of alternative investments, or create customized private investments.
Our sophisticated technology gives us the ability to easily provide you with monthly and quarterly customized performance reporting that can bring new insights to achieve your goals. With our balance sheet, you can have a complete view of your financial picture which includes real assets, alternative investments, and liabilities
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William Huston is Bay Street's Founder and CIO. He oversees investment strategy, capital formation, and investor relations. He serves as a fiduciary for four custom long-only public equity portfolios totaling $18 million, as a 3(38) fiduciary for Low Income Investment Fund, and as a non-discretionary advisor for a $450 million family office. Additionally, William has supervised commercial real estate transactions representing more than $63 million in aggregate transaction value.
SCHEDULE FOUNDER CALLSchedule a complimentary consultation with one of our advisors to learn more about Bay Street and how we can help you achieve your goals for your financial future.
Bay Street Capital Holdings is a subsidiary of Maridea Global Capital Management. Maridea refers to Maridea Global Capital Management and all of its subsidiaries and affiliates. Maridea Wealth Management LLC, a subsidiary, is a registered investment advisor and may also conduct business under the names of Huckleberry Capital Management and/or Bay Street Capital Holdings.
Maridea Wealth Management LLC provides investment advisory and related services for clients nationally. Gagni Wealth Management LLC, also a subsidiary, is a registered investment advisor providing investment advisory and related services to clients nationally. Maridea will maintain all applicable registration and licenses as required by the various states in which Maridea conducts business, as applicable. Maridea Wealth Management LLC is an SEC registered investment advisor and Gagni Wealth Management LLC is a Texas state registered investment advisor. For additional information, please click here for our disclosures page.