$31.1M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
14 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-18-2012
- Office Locations
- 1
Office Locations
-- Santa Monica CA
About Bache Capital Management
Bache Capital Management is a Santa Monica-based advisory firm serving individual investors with personalized portfolio management and financial planning. Portfolios are built around client-specific income and tax needs, aiming for strong risk-adjusted results by investing primarily in established industry leaders to limit volatility across market cycles. Custody includes Charles Schwab.
Team overview
64 AVG AGE
$31.1M AVG AUM / ADVISOR
$818.5K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
DANIEL EMERY NAGY
Chief Compliance Officer, President
- CRD
- #1146217
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,104,674 | $546,521 |
| Non-Discretionary | $0 | -- |
| Total | $31,104,674 | $546,521 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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