Dravo Bay LLC

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Assets, Funds, Holdings

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Dravo Bay LLC
CRD #298558
SEC #801-117998
CIK #0001910389
AUM $381.8 M (2026-03-26)
Employees 10 (50% Investors, 0% Brokers)
Phone302-752-6637
Address37458 Oyster House Road
Rehoboth Beach, DE 19971
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4003202401608002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 0.8
Darden Restaurants Inc 0.7
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 140 65.9
(b) Individuals (high net worth individuals) 125 193.8
(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 49 116.9
(h) Charitable organizations 0 5.2
(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 795 381.8
By Discretionary
Discretionary 754 278.7
Non-Discretionary 41 103.1
Total 795 381.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 381.8
Total 795 381.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001910389]
Comparable Firms State AUM ($B)
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Destiny Capital Corporation
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Eaton Financial Holdings Company LLC
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Dean Financial Services LLC
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Kirtland Hills Capital Management LLC
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Mark J Snyder Financial Services Inc
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Harbour Investment Management LLC
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Unique Wealth Strategies
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