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BAYBRIDGE CAPITAL GROUP, LLC
CRD 284867 · SEC 801-112598
2205 FOURTH STREET, LIVERMORE, CA, 94550, United States
Phone
(888) 440-2224
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.9M
Discretionary AUM
$192.2M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 165 | $60.4M |
| High net worth individuals | 54 | $131.9M |
| Pension/profit sharing plans | 1 | $690K |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD