Baybridge Capital Group, LLC (Pleasanton)

Name: Baybridge Capital Group, LLC
Address: 6602 Owens Drive, Pleasanton, CA, 94588
Telephone: 925-905-9901

Baybridge Capital Group, LLC is a pension cosultant based in Pleasanton. It manages $38.8 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and Texas.

Baybridge Capital Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Baybridge Capital Group: assets under management

The assets under management (AUM) of Baybridge Capital Group, LLC is $38.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.57 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 89% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in investment grade corporate bonds form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baybridge Capital Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Baybridge Capital Group serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Baybridge Capital Group is individuals with 120 clients and $21.91 million of assets under management. Among the 1 most similar advisory firms, Baybridge Capital Group has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $38.8 million for 232 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Baybridge Capital Group doesn't advise any private funds.

Careers at Baybridge Capital Group, LLC

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eugene Michael Gurevich	Managing member	1 Jul 2015	50% - 75%	5390919
Kevin Charles Batstone	Managing member / chief compliance officer	1 Jul 2015	50% - 75%	5833464

Based in Pleasanton

The principal office where Baybridge Capital Group, LLC performs its advisory services is located at 6602 Owens Drive, Pleasanton, CA 94588, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-905-9901 or by fax 925-369-9400. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at baybridgecg.com.