|
⚲
|
| Keyboard |
| Baybridge Capital Group LLC
✚
|
|
|---|---|
| CRD # | 284867 |
| SEC # | 801-112598 |
| CIK # | 0001898297 |
| AUM | 192.9 M (2026-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-440-2224 |
| Address | 2205 Fourth Street Livermore, CA 94550 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.9 | ||
| Alphabet Inc | 3.5 | ||
| Caterpillar Inc | 3.5 | ||
| Global MOFY Metaverse Ltd | 3.4 | ||
| Amazon Com Inc | 2.8 | ||
| Broadcom Inc | 2.3 | ||
| Goldman Sachs Group Inc | 2.2 | ||
| Manulife Financial Corp | 2.2 | ||
| ASML Holding NV | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 60.4 |
| (b) Individuals (high net worth individuals) | 54 | 131.9 |
| (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 | 1 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 554 | 192.9 |
| By Discretionary | ||
| Discretionary | 553 | 192.2 |
| Non-Discretionary | 1 | 0.7 |
| Total | 554 | 192.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.9 | |
| Total | 554 | 192.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001898297] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stonecreek Private Wealth LLC
✚
|
193.3 M | |
|
Retirement Plan Fiduciaries LLC
✚
|
193.3 M | |
|
Kastel Capital Advisors LLC
✚
|
MA | 193.3 M |
|
January Capital Advisors LLC
✚
|
CA | 193.2 M |
|
Hinchley Advisory Group LLC
✚
|
CO | 193.1 M |
|
Willner & Heller LLC
✚
|
CA | 193.1 M |
|
Cape Ann Capital Inc
✚
|
MA | 193.0 M |
|
Wickham Financial Group Inc
✚
|
GA | 193.0 M |
|
Tailwinds Wealth LLC
✚
|
MN | 192.7 M |
|
Cadia Private Client LLC
✚
|
NJ | 192.5 M |