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, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration 2018) and serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
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
Kevin Batstone
Managing PartnerCRD 5833464
Brody Martinez
Financial AdvisorCRD 7959459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$118M in ETFs
85%
$100M
14%
$17.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $23.1M | 244,217 | 19.64% |
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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