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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 10-08-1998
- Office Locations
- 1
Office Locations
About Barnegat BAY Capital Management LLC
Barnegat Bay Capital Management is a New Jersey–based, fee-only RIA founded in 1998 by Mary Coughlin. The firm provides fiduciary portfolio management for retirement-focused investors, using a top-down, institutional-style due diligence process to set asset allocation and risk management guidelines. Coughlin brings institutional fixed income and currency portfolio experience, including Morgan Stanley Asset Management, and manages clients’ accounts in the aggregate; custody includes Altruist.
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Owner & Executives
MARY THERESE COUGHLIN
Founder, PRINCIPAL
- CRD
- #2104701
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,850,651 | -- |
| Non-Discretionary | $2,085,216 | -- |
| Total | $109,935,867 | -- |
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Separately Managed Accounts
Total SMA Asset: $109,935,867
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $568,925,878 | 17.6% |
| Equity - Exchange | $1,981,542,973 | 61.3% |
| Cash | $682,064,547 | 21.1% |
| Total | $3,232,533,398 | 100.0% |