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⚲
|
| Cruden Bay Investment Management LLC
✚
|
|
|---|---|
| CRD # | 284787 |
| SEC # | 801-108314 |
| CIK # | |
| AUM | $663.1 M (2026-03-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 805-719-2772 |
| Address | 2945 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 19.3 |
| (b) Individuals (high net worth individuals) | 43 | 546.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 97.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 610 | 663.1 |
| By Discretionary | ||
| Discretionary | 608 | 609.9 |
| Non-Discretionary | 2 | 53.2 |
| Total | 610 | 663.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 663.1 | |
| Total | 610 | 663.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Focused Alpha LLC
✚
|
CO | 0.7 |
|
Compass Capital Corporation
✚
|
MA | 0.7 |
|
GKB Partners LLC
✚
|
0.7 | |
|
McElhenny Sheffield Capital Management LLC
✚
|
TX | 0.7 |
|
Diligent Investors LLC
✚
|
CA | 0.7 |
|
Ironwood Financial LLC
✚
|
AZ | 0.7 |
|
Three Arch Wealth Management LLC
✚
|
CA | 0.7 |
|
Harrell Investment Partners LLC
✚
|
TX | 0.7 |
|
Westshore Wealth LLC
✚
|
CA | 0.7 |
|
Kesler Norman & Wride LLC
✚
|
UT | 0.7 |