CRUDEN BAY INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- WESTLAKE VILLAGE, California
- CRD number
- 284787
- Registered since
- August 30, 2016
- Website
- cbayinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.37%
- Charitable Organizations14.71%
- Individuals2.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cruden Bay Investment Management, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2016. The firm serves individual and family clients and provides portfolio management for both individuals/small businesses and for businesses or institutional clients. Its fees are charged as a percentage of assets under management. Cruden Bay is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant according to its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Private Funds14%
- State & Local Bonds12%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Contacts
3 of 4SELWYN HERSON
ChairmanCRD 5834746
ANDREW LOWENSTEIN
PartnerCRD 5207209
JONATHAN HERSON
PartnerCRD 5103079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTLAKE VILLAGE, CA
VENTURA
Location
WESTLAKE VILLAGE, CA
Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 2945 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ALLIANCE ADVISORY & SECURITIES, LLC
RIAWESTLAKE VILLAGE, CA
FMB WEALTH MANAGEMENT
RIAWESTLAKE VILLAGE, CA
ALTERI WEALTH
RIAWESTLAKE VILLAGE, CA
MANCHESTER FINANCIAL INC
RIAWESTLAKE VILLAGE, CA
OAK ASSET MANAGEMENT, LLC
RIAWESTLAKE VILLAGE, CA
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
RIAWESTLAKE VILLAGE, CA