Bayridge Securities, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
155765
Registered since
January 31, 2011

Firm profile

FINTRX

Overview

Bayridge Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2011. FINTRX classifies the firm as an investment bank and placement agent rather than an investment manager; its owner type is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not present itself as an active ESG investor. The snapshot in FINTRX does not show advisory or pension-consulting roles for Bayridge Securities. It is also marked as not being a multi-state adviser and not a related adviser, which is consistent with a placement-agent business model that focuses on intermediary capital-raising and distribution activities rather than discretionary asset management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

  • Howard Spindel

    Howard Spindel

    FinOpCRD 708042

  • Brian Villante

    Brian Villante

    PresidentCRD 2187792

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
535 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth