Single Family OfficeRIA · CRD 130351SEC-Registered

Updated:

BAKOS INVESTMENT MANAGEMENT

BAKOS INVESTMENT MANAGEMENT is an SEC-registered investment adviser with $86 million in regulatory assets under management. The firm has 2 employees and 2...

BAKOS INVESTMENT MANAGEMENT

BAKOS INVESTMENT MANAGEMENT is an SEC-registered investment adviser with $86 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Single Family Office

Principals

Ricky Bakos

Principal

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Bakos Investment Management?

Ricky Bakos serves as the sole principal based on public record, making all material allocation decisions directly. The office does not advertise an investment committee or non-family CIO, consistent with a single-family office structure where the wealth creator retains control over deployment.

How does Bakos Investment Management source deals?

The firm sources primarily through Bakos's long-standing network of Florida-based developers, hotel operators, and commercial real estate brokers. There is no evidence of a formal business development function or participation in institutional RFP processes — the office appears to operate entirely through principal-to-principal connections built over decades in the Miami and Orlando markets.

What asset classes does Bakos Investment Management allocate to?

The firm concentrates on direct real estate — particularly hospitality and multifamily — and private equity. Its real estate activity is partially visible through B&B Management, which operates DoubleTree by Hilton properties in Miami and Orlando. Private equity commitments are not publicly enumerated, consistent with a family office that makes direct investments without syndication or press release.

Is Bakos Investment Management structured as a single-family office or does it manage outside capital?

It is a single-family office managing the Bakos family's private capital. The firm does not market itself to third-party investors, does not maintain a public track record for external consumption, and shows no registration as an investment adviser — all hallmarks of a private family investment vehicle rather than a commercial asset manager.

Where does the underlying wealth come from?

The wealth originates from Ricky Bakos's sale of Point Blank Body Armor to DHB Industries in 1999. Point Blank was a leading manufacturer of protective equipment for law enforcement and military clients, and the transaction provided the liquidity that formed the family office's capital base.

Profile maintained by 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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