Bridgebay Financial, Inc.

Overview

Bridgebay Financial, Inc. is organized as a corporation and operates as an institutional registered investment adviser that registered with the SEC in 2016. The firm is owner-operated (individual owner type) and positions itself primarily as a capital allocator and pension consultant rather than a traditional AUM-driven wealth manager. Its advisory services include pension consulting, manager selection for clients, and educational seminars/workshops. Compensation is delivered through non‑AUM fee arrangements — hourly charges, fixed fees and other fee types — consistent with a consulting orientation. Bridgebay is identified as an active ESG investor and is also registered as an Other Financial Product Salesperson.

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Investments & Alternatives

Location & Offices