Baypine Holdings Lp
- Regulatory AUM
- $5.1B
- Discretionary
- $5.1B
- Clients
- 9
- Avg AUM / client
- $566M
- Accounts
- 9
- Employees
- 55
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $5.1B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Baypine Capital Partners Fund I B, Lp | Private Equity Fund | Delaware | $509M | 74 |
| Baypine Mtes Co Invest, Lp | Private Equity Fund | Delaware | $432M | 8 |
| Baypine Capital Partners Fund I A, Lp | Private Equity Fund | Delaware | $417M | 306 |
| Baypine Pinnacle Co Invest, Lp | Private Equity Fund | Delaware | $247M | 15 |
| Baypine Mtes Co Invest I, Lp | Private Equity Fund | Delaware | $246M | 14 |
| Baypine Mtes Co Invest Ii, Lp | Private Equity Fund | Delaware | $35.9M | 13 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank, Brian, Lakes | Founding Partner | Oct 2020 (6y) | ≈ 0% – 2.5% via Baypine Holdings Gp Llc | |
| Haas, Marius, Alexander | Founding Partner | Oct 2020 (6y) | Less than 5% | |
| Henry, Emily, Lesher | Partner, Head Of Investor Relations | Oct 2020 (6y) | Less than 5% | |
| Ko, Stephen | Founding Partner | Oct 2020 (6y) | Less than 5% | |
| Martello, Wan Ling, K | Founding Partner | Oct 2020 (6y) | Less than 5% | |
| Mukherjee, Anjan | Managing Partner | Oct 2020 (6y) | ≈ 0% – 2.5% via Baypine Holdings Gp Llc | |
| Roux, David, Jude | Managing Partner | Oct 2020 (6y) | ≈ 0% – 2.5% via Baypine Holdings Gp Llc | |
| Rovzar, Leigh, Alexander | Partner, General Counsel, Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Currier, Jason, Garth | Partner, Chief Financial Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Baypine Holdings Gp Llc | General Partner | Oct 2020 | A | Less than 5% |
Undisclosed: 0% – 70% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Frank, Brian, Lakes: 25% – 50% of Baypine Holdings Gp Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Mukherjee, Anjan: 25% – 50% of Baypine Holdings Gp Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Roux, David, Jude: 25% – 50% of Baypine Holdings Gp Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
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 (6, $1.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Baypine Capital Partners Fund I B, Lp | Private Equity Fund | $509M | $10.0M | 74 |
| Baypine Mtes Co Invest, Lp | Private Equity Fund | $432M | $10.0M | 8 |
| Baypine Capital Partners Fund I A, Lp | Private Equity Fund | $417M | $10.0M | 306 |
| Baypine Pinnacle Co Invest, Lp | Private Equity Fund | $247M | $10.0M | 15 |
| Baypine Mtes Co Invest I, Lp | Private Equity Fund | $246M | $10.0M | 14 |
| Baypine Mtes Co Invest Ii, Lp | Private Equity Fund | $35.9M | $10.0M | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.86 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗