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CRUDEN BAY INVESTMENT MANAGEMENT, LLC
CRD 284787 · SEC 801-108314
2945 TOWNSGATE ROAD, SUITE 200, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-719-2772
Fax
805-267-7185
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$663.1M
Discretionary AUM
$609.9M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)ADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $19.3M |
| High net worth individuals | 43 | $546.2M |
States served
CA, MI, NY, PA
All web addresses on file
Official SEC filing: View on IAPD