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Bakalis Financial Inc.
BAKALIS FINANCIAL INC. is an SEC-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Bakalis Financial Inc.
BAKALIS FINANCIAL INC. is an SEC-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single team member.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Bakalis Financial Inc.?
The firm's principals are not publicly identified. As an SEC-registered RIA, Bakalis Financial Inc. must designate a chief compliance officer, but individual names are not accessible without Form ADV filings (per public record).
Is Bakalis Financial Inc. structured as a family office or a traditional RIA?
Bakalis Financial Inc. is registered as a traditional RIA with the SEC, indicating it manages capital for external clients rather than operating as a single-family office. Its regulatory filings are public.
What investment types does Bakalis Financial Inc. focus on?
The firm focuses on private credit and real estate investments, including direct placements, syndications, and asset-backed lending. It targets income-producing real estate and structured credit opportunities (per public record).
Does Bakalis Financial Inc. participate in fund commitments or only direct deals?
Based on its RIA structure, Bakalis Financial Inc. likely participates in both fund commitments and direct deals, including syndications and direct placements. Specific fund vehicles are not disclosed.
Where does Bakalis Financial Inc. operate geographically?
The firm is headquartered in New York City, with a focus on U.S.-based investments in private credit and real estate. No additional offices are publicly known.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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