SAN FRANCISCO, CACRD 136373Latest ADV March 30, 2026
Double Bay Management & Planning is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $127M in regulatory assets under management, 1 employee, and 100 accounts.
Assets Under Management
$127M
Employees
1
Offices
--
Total Clients
32
Primary office
SAN FRANCISCO, CA
50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.9% of total clients.
Top client categories% of clientsClients
1
HNWI
71.9%
23
2
Individuals
28.1%
9
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 30, 2026
Discretionary100.0%
$127M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$127M
Total Accounts100
10Y AUM Change$-207M (-62.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.