AUMdb

Bay Area & Pacific Coast Development, Inc.

State-registered Investment Adviser CRD 169148 · SEC file 802-107447 · San Francisco, CA · WWW.BAPCD.COM
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
Discretionary
Clients
1
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of May 2016 · $0 combined gross assets

FundTypeDomicileGross assetsOwners
Bapcd, Lp. Real Estate Fund California $0 0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Milton Boyd Registered representative Jul 2016 (10y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $0 gross assets)

FundTypeGross assetsMin. investmentOwners
Bapcd, Lp. Real Estate Fund $0 $1.0M 0

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/01/2026 1.3 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • ADVISORY FEES WAIVED ON BEHALF OF THE TRUST.

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗