# Bay Point Financial

Bay Point Financial is a RIA based in Bedford, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bedford, United States
- **Region:** North America
- **Address:** Greenwich, CT, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 153017
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-28T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153017

## About

BAY POINT FINANCIAL, LLC is an SEC-registered investment adviser in BEDFORD, NH. The firm manages approximately $94 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Consumer
- Real Estate
- Healthcare Services
- Private Credit

## People

- Wendy Yuengling Baker — Principal
- David G. Yuengling — Principal

## Questions

### Who runs investment decisions at Bay Point Financial?

Wendy Yuengling Baker, a fifth-generation member of the Yuengling brewing family, is the principal directing investment activity at Bay Point Financial. The office operates from Greenwich, Connecticut, and manages allocations across real estate, private credit, and direct equity. David G. Yuengling is also associated with the office's governance.

### What is Bay Point Financial's known posture on co-investments alongside external GPs?

The office's mandate is structured around direct allocations and fund commitments rather than club-deal co-investments alongside outside sponsors. This reflects a preference for control-oriented positions with long-duration hold periods, aligning with a permanent capital base that does not face redemption pressure or defined fund-life constraints.

## Related profiles

- [Sherman, Young & Leavitt](https://altss.com/profile/sherman-young-and-leavitt-llc)
- [Brock Fiduciary Services](https://altss.com/profile/brock-fiduciary-services-llc)

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Last updated: 2026-07-06T01:24:12.183Z

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