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Baytree Funding, LLC (Sunrise)


Baytree Funding, LLC is a large advisory firm based in Sunrise. It manages $28.87 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2010.

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Baytree Funding provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Baytree Funding: assets under management

The assets under management (AUM) of Baytree Funding, LLC is $28.87 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $11.32 million in discretionary accounts and $17.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.51 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baytree Funding, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sunrise

The principal office where Baytree Funding, LLC performs its advisory services is located at 1580 Sawgrass Corporate Parkway, Sunrise, FL 33323, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-315-4754 or by fax 954-241-6697. The normal business hours are 8:30am to 5:00pm est on Monday - Friday. You can find more information about the New York firm at www.bfcminc.com.


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