Baybridge Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Livermore, CA. Its latest Form ADV filing, dated March 30, 2026, reports $193M in regulatory assets under management, 4 employees, and 554 accounts.
Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
165
2
HNWI
24.5%
54
3
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of March 30, 2026
Discretionary99.6%
$192M
100% of total RAUM99.6%
Non-discretionary0.4%
$690K
0% of total RAUM0.4%
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$193M
Total Accounts554
10Y AUM Change+$155M (+412.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
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.