Investment adviser · CRD 284787
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
WESTLAKE VILLAGE, CA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $663M Form ADV · Item 5.F
- Client accounts
- 610 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 43 | $546,175,988 | 82.4% |
| Charities | Fewer than 5 | $97,539,469 | 14.7% |
| Individuals | 108 | $19,342,842 | 2.9% |
Filing source
Form ADV 2043860 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
2945 TOWNSGATE ROAD, SUITE 200WESTLAKE VILLAGE, CA, 91361, United States
CRD 284787
Filing source
Form ADV 2043860 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.