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 formed as an LLC and SEC-registered in 2018. The firm is individually owned and serves both individual & family clients and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, indicating flexibility for both ongoing and project-based engagements. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser in the provided data.
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 2Brody 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
$104M in ETFs
93%
$96.9M
7%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $26.1M | 260,844 | 25.04% |
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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