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Building 2BAY STREET CAPITAL HOLDINGS

Map pin
Phone650-464-8275
NotebookSEC #801-125742
Total AUM
$75.9M
Employees
12
Clients
502

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-6PM
Monday - Friday
Phone
650-464-8275
Other Offices
2

ReceiptFinancials

Total AUM
$75.9M
Accounts
500
Discretionary
$75.9M
Accounts
500
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
494
AUM
$15.4M
HNW Individual Clients
5
AUM
$5.3M
Pooled Vehicle Clients
1
AUM
$5.5M
Pension/Profit Sharing Plan Clients
1
AUM
$661K
Charitable Organization Clients
1
AUM
$49M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
POOLED INVESTMENT VEHICLE

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Disclosures

None reported

State Registrations
AZCAGANY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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