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Kevin Charles Batstone

Baybridge Capital Group, LLC

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About Kevin Charles Batstone

Kevin Charles Batstone is a financial advisor and Managing Partner at Baybridge Capital Group, LLC, an independent registered investment advisor with offices in Pleasanton, California. Kevin has been in the financial services industry since 2011, holding Series 7, Series 31, and Series 66 licenses. Kevin is also a Certified Financial Planner. He is licensed to provide investment advice in California and Texas. Kevin's clients include high-net-worth individuals, pension plans, corporations, and individuals other than high-net-worth individuals. Kevin provides financial planning, portfolio management, and pension consulting services. Kevin is passionate about helping clients achieve their financial goals.

Firm Information

Kevin Batstone is currently registered with Baybridge Capital Group, LLC. 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.

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Kevin Batstone’s Registration & Firm History

CA

03/31/2023 - Present

Baybridge Capital Group, LLC (PLEASANTON CA)

CA

06/28/2013 - 01/22/2018

INFINITY FINANCIAL SERVICES (PLEASANTON CA)

CA

04/06/2011 - 07/02/2013

MORGAN STANLEY (WALNUT CREEK CA)

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Licenses & Designations

BOTH

Issued 05/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 04/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Charles Batstone.
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