WESTLAKE VILLAGE, CACRD 284787Latest ADV March 23, 2026
Cruden Bay Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated March 23, 2026, reports $663M in regulatory assets under management, 4 employees, 1 office, and 610 accounts.
Assets Under Management
$663M
Employees
4
Offices
1 office
Total Clients
151
Primary office
WESTLAKE VILLAGE, CA
2945 TOWNSGATE ROAD, SUITE 200, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.5% of total clients.
Top client categories% of clientsClients
1
Individuals
71.5%
108
2
HNWI
28.5%
43
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$663Mas of March 23, 2026
Discretionary92.0%
$610M
92% of total RAUM92.0%
Non-discretionary8.0%
$53M
8% of total RAUM8.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$663M
Total Accounts610
10Y AUM Change+$212M (+47.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee38:1
10Y Employee Change+1 (+33.3%)
* 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.