Bayou Bridge Capital Advisors, LLC

Bayou Bridge Capital Advisors, LLC is an independent, solo-registered investment adviser that provides discretionary portfolio management to a mix of individuals (including high-net-worth), charitable organizations, and corporate clients, and currently serves a very small client base (three clients; approximately $1 million in assets under management). Services include preparing an Investment Policy Statement for each client and ongoing portfolio monitoring and trade execution under granted discretionary authority.

The firm employs multiple methods of analysis — cyclical, fundamental, modern portfolio theory, quantitative and technical — and uses a range of strategies from long-term investing to short-term trading, including options, short sales and margin transactions where appropriate. BBC Advisors documents client risk tolerances in each IPS, seeks best execution and equitable allocation of opportunities across accounts, and provides monthly and at least quarterly reporting through the custodian.

Distinctive features for a firm of this size include providing portfolio management for institutional clients and offering performance-based fee arrangements to qualified clients, both of which are less common among solo independent advisers. The firm also makes use of a broad investment menu (private placements, venture capital funds, commodities, and precious-metal ETFs), discloses potential conflicts involving affiliated investment vehicles, and requires client custody at a specified broker-dealer.