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 $335.0 M (2025-07-09)
Employees 7 (43% Investors, 0% Brokers)
Phone302-752-6637
Address37458 Oyster House Road
Rehoboth Beach, DE 19971
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
3502802101407002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 0.7
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002021202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 182 50.7
(b) Individuals (high net worth individuals) 85 182.0
(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 50 98.5
(h) Charitable organizations 0 4.0
(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 838 335.0
By Discretionary
Discretionary 796 243.9
Non-Discretionary 42 91.2
Total 838 335.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 335.0
Total 838 335.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001910389]
Comparable Firms State AUM ($B)
U S Boston Capital Corporation
MA 0.3
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Skyline Advisors Inc
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Erben Associates LLC
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Mann Financial Services Inc
MN 0.3
Hidden Cove Wealth Management LLC
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Heritage Financial LLC
VA 0.3
Greykasell Wealth Strategies Inc
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NorthStar Advisory Group LLC
NJ 0.3
My Personal CFO LLC
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