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Cruden BAY Investment Management, LLC

Cruden BAY Investment Management, LLC. CRD 284787

Cruden BAY Investment Management, LLC logo

CRD: 284787

Cruden BAY Investment Management, LLC

Westlake Village, CA, 91361
8057192772
cbayinvestments.com
$663.1M Total AUM
$609.9M Disc. AUM
15.0% 3Y CAGR
4 Employees
151 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial
Clients
Retail and Institutional
Platforms
--
Established Date
08-30-2016
Office Locations
1

Office Locations

2945 Townsgate Road Suite 200 Westlake Village CA

About Cruden BAY Investment Management, LLC

Cruden Bay Investment Management (Westlake Village, CA) manages portfolios for high-net-worth families and foundations, pairing portfolio management with financial planning and family office services. The firm emphasizes downside/volatility control and after-tax outcomes, and avoids investments it can’t explain clearly. It’s built for complex, multi-advisor relationships, with technology and proactive communication to deliver consolidated portfolio and performance reporting across accounts.

Team overview

41 AVG AGE
$165.8M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
8.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Ember fusion Element alpha Atlas zenith Crest horizon Quantum wave Peak value Wave

Client Personas

Pathway quantum

Custodian

Pathway unison Radial

Investment Themes

Radial Focus

Investment Vehicles

Frontier summit

Services

Focus insight Matrix Ember value Insight bridge Momentum Value ember Zenith vertex Fusion Optima

Owner & Executives

J

JONATHAN STEVEN HERSON

Partner, President

CRD
#5103079
Ownership
Less than 5%
(886) 987-5410
matrix.signal@focuscapital.com
in linkedin.com/in/vector-frontier
S

SELWYN SAMUEL HERSON

Chairman

CRD
#5834746
Ownership
Less than 5%
(372) 863-6883
signal.unison@radialcapital.com
in linkedin.com/in/value-oak
M

Momentum momentum

Beacon crest insight

CRD
#28602
Ownership
24.8%
(468) 953-2644
glacier.eagle@glaciercapital.com
in linkedin.com/in/eagle-radial

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Contacts

J

Jacob Samuel Kester

Director

CRD
#6690932
(816) 705-6668
bridge.pathway@atlascapital.com
in linkedin.com/in/ember-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-23-2022
03-27-2023
03-23-2024
03-17-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $609,897,676 $1,003,121
Non-Discretionary $53,160,623 $26,580,312
Total $663,058,299 $1,086,981

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Separately Managed Accounts

Total SMA Asset: $663,058,299

$663.1M Total SMA
Public Funds:
9.0%
Private Funds:
28.2%
Municipal Bonds:
18.9%
Equity - Exchange:
16.1%
Cash:
27.8%
Asset class Assets Assets %
Public Funds $136,075,556 9.0%
Private Funds $426,370,074 28.2%
Municipal Bonds $285,758,667 18.9%
Equity - Exchange $243,424,049 16.1%
Cash $420,322,271 27.8%
Total $1,511,950,617 100.0%

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