DOUBLE BAY MANAGEMENT & PLANNING

RIASEC RegisteredEst. 2015

Total AUM

$127M

Discretionary

$127M

100% of AUM

Avg account

$1.3M

Accounts

100

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 136373
Registered since: August 31, 2015
Website: www.doublebaymp.com
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.22%
Pension & Profit Sharing Plans16.77%
Individuals1.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Double Bay Management & Planning operates as a sole proprietorship independent RIA focused on serving individuals and families. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and pooled investment vehicles, and it also provides selection-of-other-advisers and pension consulting services when needed. Compensation is flexible: the firm charges a percentage of AUM and can bill on hourly or fixed-fee arrangements. Double Bay identifies as a capital allocator, directing client capital into both conventional public markets and third‑party alternative managers. It does not present itself as an active ESG investor and is organized to operate primarily within a single state.