Bay Rivers Group Inc

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Bay Rivers Group Inc
✚
CRD #290095
SEC #801-111951
CIK #0001798924
AUM 326.2 M (2026-03-13)
Employees 4 (100% Investors, 25% Brokers)
Fees
Minimum
Phone757-259-2450
Address5107 Center Street B1
Williamsburg, VA 23188
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
3502802101407002010201520212027
CIK Period
0001798924
Sector Form 13F Holdings Value ($M)
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 305 86.1
(b) Individuals (high net worth individuals) 90 236.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 4 3.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.6
(n) Other 0 0.0
Total 913 326.2
By Discretionary
Discretionary 905 322.1
Non-Discretionary 8 4.1
Total 913 326.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 326.2
Total 913 326.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001798924]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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