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| Keyboard |
| Dravo Bay LLC
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|---|---|
| CRD # | 298558 |
| SEC # | 801-117998 |
| CIK # | 0001910389 |
| AUM | 381.8 M (2026-03-26) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 302-752-6637 |
| Address | 37458 Oyster House Road Rehoboth Beach, DE 19971 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Darden Restaurants Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Proctor Financial Inc
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|
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|
Red Tortoise LLC
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|
Carter Financial Group Inc
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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
✚
|
IL | 381.5 M |