Bay Trust
BayTrust Financial is a multifaceted financial services and advisory firm serving clients in the Tampa Bay area and throughout the country.
Bay Trust
BayTrust Financial is a multifaceted financial services and advisory firm serving clients in the Tampa Bay area and throughout the country. They offer comprehensive wealth management and investment planning services to help families and individuals achieve financial security.
General information
Firm type
Endowment / Foundation
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Tauranga
Corporate office
15316 N Florida Ave
Frequently asked questions
What is Bay Trust?
Bay Trust is a endowment / foundation headquartered in Tauranga.
Where is Bay Trust headquartered?
Bay Trust is headquartered in Tauranga, in the North America region.
What does Altss track for Bay Trust?
Altss maintains an OSINT-verified profile of Bay Trust 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), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Bay Trust's website?
Bay Trust's public website is baytrust.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Bay Trust?
Bay Trust is classified by Altss as a Endowment / Foundation within the North America region.
How does Altss source intelligence on Bay Trust?
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.
How fresh is the Altss profile for Bay Trust?
Bay Trust's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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