Baybridge Capital Group, LLC
Firm details
- Headquarters
- Livermore, California
- CRD number
- 284867
- Registered since
- March 8, 2018
- Website
- baybridgecg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.35%
- Individuals31.3%
- Pension & Profit Sharing Plans0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Baybridge Capital Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is owner-operated and serves both individual and family clients as well as institutional accounts. Its client-facing services emphasize financial planning and discretionary portfolio management across private clients, small businesses and institutional entities, and the firm lists pension consulting among its advisory activities. Baybridge charges a mix of fee models — percentage of AUM, hourly fees and fixed fees — and does not describe itself as an active ESG investor. It does not operate as a capital allocator to proprietary funds.
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
- Exchange Traded Equities89%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
- Other1%
Contacts
2 of 2
Brody Martinez
Financial AdvisorCRD 7959459
Kevin Batstone
Managing PartnerCRD 5833464
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$128M in ETFs
93%
$119M
7%
$9.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $32.4M | 327,035 | 25.32% |
Location
Livermore, CA
Alameda
Location
Livermore, CA
Headquartered in Livermore, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 2205 4th St
- Time zone
- PT (UTC-8)
- Office locations
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