Private EquityRIA · CRD 148582SEC-Registered

Updated:

Bautis Financial

Bautis Financial is a discreet private equity firm in Montclair, NJ, operating with no public portfolio, AUM, or named principals.

Bautis Financial logo

Bautis Financial

Secure Your Castle, Achieve Your Dreams | At Bautis Financial we approach every client relationship as a fiduciary – someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. We provide unbiased advice always in your best interest with no proprietary products to sell.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Montclair

Corporate office

Montclair, NJ, United States

Frequently asked questions

What is Bautis Financial?

Bautis Financial is a private equity headquartered in Montclair, United States.

Where is Bautis Financial headquartered?

Bautis Financial is headquartered in Montclair, United States, in the North America region.

What is Bautis Financial's assets under management?

Bautis Financial reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Bautis Financial?

Altss maintains an OSINT-verified profile of Bautis Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Bautis Financial's website?

Bautis Financial's public website is bautisfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Bautis Financial?

Bautis Financial is classified by Altss as a Private Equity, operating from United States within the North America region.

How does Altss source intelligence on Bautis Financial?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Bautis Financial's Altss profile last updated?

Bautis Financial's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

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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