# Bay Rivers Group Wealth Partners

Bay Rivers Group Wealth Partners is a Bank / Wealth / Trust based in Williamsburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Williamsburg, United States
- **Region:** North America
- **Address:** Williamsburg, VA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** https://www.bayriversgroup.com
- **LinkedIn:** https://www.linkedin.com/company/alanbroderick

## Regulatory record

- **CRD number:** 290095
- **SEC file number:** 801-111951
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290095

## About

Bay Rivers Group Wealth Partners is an SEC-registered investment adviser in WILLIAMSBURG, VA, since 2017. The firm manages $326 million in assets, with $322 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Questions

### What is Bay Rivers Group's approach to real estate investment?

The firm favors direct ownership of income-producing commercial properties and selective residential development, primarily in Virginia, the Carolinas, and Sun Belt markets. Their permanent capital base allows them to hold assets through full market cycles without forced selling, capturing both cash yield and long-term appreciation. Property-level oversight benefits from local market knowledge, reducing reliance on third-party managers.

### Does Bay Rivers Group take outside capital from investors?

No. The firm manages exclusively the capital of its founding and affiliated families, operating on a permanent-capital basis with no external limited partners. This structure eliminates redemption risk and mandate drift, enabling concentration and patience that fund structures cannot replicate.

### How does the firm access private credit opportunities?

Private credit investments are structured through bespoke lending arrangements or co-investment vehicles alongside other family offices and regional banks. The firm's permanent balance sheet allows it to serve as a flexible capital provider — offering terms that institutional credit funds constrained by fund life and leverage limits cannot match.

## Related profiles

- [Baxter Pension Fund](https://altss.com/profile/baxter-pension-fund)
- [BBVA Global Wealth Advisors](https://altss.com/profile/bbva-global-wealth-advisors)

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Last updated: 2026-08-10T19:36:47.593Z

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