CRD: 296831
Bayridge Financial Group, Inc.
Rockville Centre, NY, 11570
7188334901
$94.2M Total AUM
$94.2M Disc. AUM
18.9% 3Y CAGR
5 Employees
488 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2018
- Office Locations
- 1
Office Locations
330 Sunrise HWY #110 Rockville Centre NY
About Bayridge Financial Group, Inc.
Bayridge Financial Group, Inc. is a Rockville Centre-based RIA. The firm has been operating for 8 years. Managing $94.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
45 AVG AGE
$31.4M AVG AUM / ADVISOR
$193.0K AVG AUM / CLIENT
5.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
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Optima fusion Timber capital Momentum zenith
Client Personas
Alpha
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
SHANE HAROLD SIEDERMAN
Partner
- CRD
- #2563921
- Ownership
- 50% but less than 75%
(822) 720-2517
quantum.summit@foundationcapital.com
in linkedin.com/in/signal-value
J
JASON ROCCO D'AMELIO
Chief Compliance Officer, PARTNER
- CRD
- #4495800
- Ownership
- 25% but less than 50%
(329) 846-6310
zenith.matrix@valuecapital.com
in linkedin.com/in/crest-prime
Showing 2 of 2 owners & executives
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K
KEVIN WILLIAM CASSIDY
--
- CRD
- #3208815
(369) 868-5600
prime.vital@pathwaycapital.com
in linkedin.com/in/bridge-signal
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,191,027 | $193,014 |
| Non-Discretionary | $0 | -- |
| Total | $94,191,027 | $193,014 |
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Separately Managed Accounts
Total SMA Asset: $94,191,027
Public Funds:
16.3% Equity - Exchange:
9.4% Cash:
5.5% Corporate - Investment Grade:
6.7% U.S. Government/Agency:
16.5% Equity - OTC:
18.2% Corporate - Non-Investment Grade:
11.3% Derivatives:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $499,311,350 | 16.3% |
| Equity - Exchange | $287,946,423 | 9.4% |
| Cash | $168,479,290 | 5.5% |
| Corporate - Investment Grade | $205,238,408 | 6.7% |
| U.S. Government/Agency | $505,437,869 | 16.5% |
| Equity - OTC | $557,513,286 | 18.2% |
| Corporate - Non-Investment Grade | $346,148,359 | 11.3% |
| Derivatives | $493,184,829 | 16.1% |
| Total | $3,063,259,814 | 100.0% |