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Bakalis Financial Inc.
Bakalis Financial Inc. is a New York-based RIA focusing on private credit and real estate investments through direct placements and syndications.
Bakalis Financial Inc.
Bakalis Financial Inc. was founded as a registered investment adviser under the Investment Advisers Act of 1940. The firm operates from New York City, serving a client base that includes institutional investors and high-net-worth individuals. The firm's strategy spans private credit and real estate, with a focus on direct placements, syndications, and asset-backed lending. It targets income-producing real estate assets and structured credit opportunities. Geographically, its activity is concentrated in the United States. Bakalis Financial Inc. reports assets under management on Form ADV filings with the Securities and Exchange Commission, but does not publicly disclose current AUM figures. The firm's team size and additional offices are not publicly available. As a registered investment adviser, Bakalis Financial Inc. operates under a fiduciary standard, distinguishing it from broker-dealers. Its regulatory posture requires public disclosure of advisory business through SEC filings, providing transparency into its operations.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
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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