1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CRUDEN BAY INVESTMENT MANAGEMENT, LLC

Map pinWESTLAKE VILLAGE, CA
Phone805-719-2772
NotebookSEC #801-108314
Total AUM
$663.1M
Employees
4
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2945 TOWNSGATE ROAD
SUITE 200
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
805-719-2772
Other Offices
1

ReceiptFinancials

Total AUM
$663.1M
Accounts
610
Discretionary
$609.9M
Accounts
608
Non-Discretionary
$53.2M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
108
AUM
$19.3M
HNW Individual Clients
43
AUM
$546.2M
Charitable Organization Clients
1
AUM
$97.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMINYPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account