BAYRIDGE FINANCIAL GROUP, INC.

Overview

Bayridge Financial Group, Inc. is a small, client-focused RIA that manages portfolios for individual and family clients and small businesses. The firm operates as a registered representative of a broker-dealer and provides discretionary portfolio management under a percentage-of-AUM fee model. Since its SEC registration in 2018, Bayridge has shown a preference for using pooled public vehicles—particularly mutual funds and other public funds—for core equity and fixed income exposure, while supplementing client portfolios with third-party alternative managers. Their business mix also includes insurance-related offerings through an industry affiliation with an insurance company, indicating access to insurance wrappers and solutions for retirement and wealth-transfer planning. Bayridge is not positioned as a principal capital allocator; instead it sources external fund managers for alternatives and relies on custodial relationships to execute and custody client assets. The firm does not market itself as an ESG-focused manager and appears to concentrate on traditional wealth-management solutions blended with selective alternative exposures for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices