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Key people at Bay Capital.
Bay Capital was founded in 2007 by Siddarth Mehta (Founder & CIO) and Puneet Saraogi (Co-Founder & Managing Partner).
Bay Capital operates as a full-service financial firm, a Registered Investment Advisor (RIA) serving clients in a fiduciary capacity. The firm delivers comprehensive advisory services, including traditional and alternative investments, plus retirement, estate, and insurance planning. Their approach focuses on understanding client finances and educating them on risk management for wealth preservation.
Established around 1992, Bay Capital was founded by Stephen M. Cooper, an Investment Advisor Representative. Cooper's insight centered on the critical need for personalized financial guidance. He built the practice to empower individuals through informed decision-making and proactive wealth protection in dynamic markets.
Bay Capital serves individual clients seeking comprehensive financial planning and wealth management across various life stages. The firm's mission focuses on assisting clients in achieving long-term financial objectives through tailored strategies. Their vision is to be a trusted partner emphasizing wealth preservation and prudent financial navigation.
Key people at Bay Capital.
Bay Capital was founded in 2007 by Siddarth Mehta (Founder & CIO) and Puneet Saraogi (Co-Founder & Managing Partner).
Bay Capital has 1 tracked investment across 1 company. The latest tracked deal is $220.0M Other Equity in Lenskart in July 2021.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jul 18, 2021 | Lenskart | $220.0M Other Equity | Navroz D. Udwadia, Temasek | Chiratae Ventures |