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Baybridge Capital Group, LLC

Headquartered in PLEASANTON, CA

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Firm Information

Baybridge Capital Group, LLC is a registered investment adviser based in Pleasanton, California. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $169 million in assets for 466 clients, primarily high-net-worth individuals and individuals other than high-net-worth.

Baybridge Capital Group, LLC

5976 W. LAS POSITAS BLVD

PLEASANTON, CA 94588

$169.38M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BAYBRIDGE CAPITAL GROUP, LLC has a total of 2 branch locations across the country.
location

PLEASANTON, CA

location

Martinez, CA

Advisors at Baybridge Capital Group, LLC

View All 5 Advisors
Unclaimed
Brody Joseph Martinez

CFP®, RA

PLEASANTON, CA

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Unclaimed
Kevin Charles Batstone

CFP®, RA

PLEASANTON, CA

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Eugene Michael Gurevich

CFP®, RA

PLEASANTON, CA

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Unclaimed
Eugena Madelaine Wallis

RA

PLEASANTON, CA

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Disclosures

There are no public disclosures for Baybridge Capital Group, LLC.

Frequently Asked Questions (13)

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