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| Happy Holidays!! thanks for using AUM13F!! |
| Cruden Bay Investment Management LLC
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|---|---|
| CRD # | 284787 |
| SEC # | 801-108314 |
| CIK # | |
| AUM | $467.7 M (2025-03-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 805-267-7184 |
| Address | 2945 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 18.9 |
| (b) Individuals (high net worth individuals) | 39 | 352.5 |
| (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 | 0 | 96.3 |
| (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 | 145 | 467.7 |
| By Discretionary | ||
| Discretionary | 145 | 467.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 145 | 467.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.7 | |
| Total | 145 | 467.7 |
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|---|---|---|
|
Maridea Wealth Management LLC
✚
|
NY | 0.5 |
|
Morris Financial Concepts Inc
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SC | 0.5 |
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Financial Gravity Asset Management Inc
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TX | 0.5 |
|
Dean Jacobson Financial Services LLC
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TX | 0.5 |
|
Financial Gravity Family Office Services LLC
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TX | 0.5 |
|
Prentice Wealth Management LLC
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NY | 0.5 |
|
Intergy Private Wealth LLC
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|
CO | 0.5 |
|
Uhler Vertich White Advisors LLC
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|
FL | 0.5 |
|
Benefit Fiduciary Group LLC
✚
|
VA | 0.5 |
|
Headwater Investment Consulting Inc
✚
|
OR | 0.5 |