Hedge Fund Database

BAYBRIDGE CAPITAL GROUP, LLC

Adviser information for BAYBRIDGE CAPITAL GROUP, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 466 $169.4M
Non-Discretionary 0 $0
Total 466 $169.4M

Clients

Type Number RAUM
Individuals 166 $54.3M
HNW Individuals 32 $72.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $43.0M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-112598
SEC ERA File Number 801-112598
SEC CIK Numbers 1898297
SEC CRD Numbers 284867
Legal Entity Identifier None

Principal Office

5976 W. LAS POSITAS BLVD
STE 124
PLEASANTON
CA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: (888) 440-2224, Fax: None

Websites

www.baybridgecg.com www.linkedin.com/company/12897028/ www.facebook.com/baybridgecapitalgroup/ twitter.com/baybridgecg

Chief Compliance Officer

KEVIN BATSTONE
MANAGING MEMBER
5976 W. LAS POSITAS BLVD
STE 124
PLEASANTON
CA
United States
Tel: (888) 440-2224
(Full email address available in API data)

Regulatory Contact

EUGENE GUREVICH
MANAGING MEMBER
5976 W. LAS POSITAS BLVD
STE 124
PLEASANTON
CA
United States
Tel: (888) 440-2224
(Full email address available in API data)

Industry Affiliates

EUGENE GUREVICH Insurance company or agency
KEVIN BATSTONE Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GUREVICH, EUGENE, MICHAEL Individual – MANAGING MEMBER 07/2015 50-75%
BATSTONE, KEVIN, CHARLES Individual – MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 07/2015 50-75%

No. Employees, Historic

105020192020202120222023202420255 on 4/25/20195 on 6/18/20195 on 11/14/20195 on 3/3/20205 on 5/13/20206 on 6/25/20206 on 11/30/20206 on 3/3/20216 on 6/30/20217 on 12/10/20217 on 3/11/20227 on 3/16/20237 on 3/31/20237 on 6/26/20238 on 3/29/2024

RAUM, Historic

200M100M0201920202021202220232024202538800747 on 4/25/201938800747 on 6/18/201938800747 on 11/14/201947975746 on 3/3/202047975746 on 5/13/202047975746 on 6/25/202047975746 on 11/30/202079750189 on 3/3/202179750189 on 6/30/202179750189 on 12/10/2021109837144 on 3/11/2022134448121 on 3/16/2023134448121 on 3/31/2023134448121 on 6/26/2023169379792 on 3/29/2024

No. Clients, Historic

40020002019202020212022202320242025232 on 4/25/2019232 on 6/18/2019232 on 11/14/2019250 on 3/3/2020250 on 5/13/2020250 on 6/25/2020250 on 11/30/2020186 on 3/3/2021186 on 6/30/2021186 on 12/10/2021188 on 3/11/2022333 on 3/16/2023333 on 3/31/2023333 on 6/26/2023198 on 3/29/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 1M 11K –
ADOBE INC COM 1M 2K –
ADVANCED MICRO DEVICES INC COM 456K 3K –
ALPHABET INC CAP STK CL A 2M 10K –
AMAZON COM INC COM 2M 9K –
AMERICAN EXPRESS CO COM 1M 6K –
ANALOG DEVICES INC COM 516K 2K –
APPLE INC COM 403K 2K –
ARES MANAGEMENT CORPORATION CL A COM STK 549K 4K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
BROADCOM INC COM 506K 315 –
CAMECO CORP COM 505K 10K –
CATERPILLAR INC COM 490K 1K –
CENCORA INC COM 488K 2K –
CHENIERE ENERGY INC COM NEW 1M 7K –
CINTAS CORP COM 1M 2K –
CISCO SYS INC COM 439K 9K –
COCA COLA CO COM 1M 21K –
COMFORT SYS USA INC COM 610K 2K –
CORNING INC COM 518K 13K –
COSTCO WHSL CORP NEW COM 1M 2K –
D R HORTON INC COM 1M 8K –
DOW INC COM 399K 8K –
ELEVANCE HEALTH INC COM 449K 828 –
ELI LILLY & CO COM 653K 722 –
EOG RES INC COM 431K 3K –
ESSENT GROUP LTD COM 429K 8K –
EUROSEAS LTD SHS 425K 12K –
EVEREST GROUP LTD COM 1M 3K –
FASTENAL CO COM 999K 16K –
FERGUSON PLC NEW SHS 479K 2K –
GARMIN LTD SHS 546K 3K –
GENTEX CORP COM 417K 12K –
GSK PLC SPONSORED ADR 396K 10K –
HARTFORD FINL SVCS GROUP INC COM 516K 5K –
HCA HEALTHCARE INC COM 1M 3K –
INTEL CORP COM 1M 33K –
INTUIT COM 1M 2K –
INVESCO QQQ TR UNIT SER 1 3M 7K –
ISHARES TR 0-5YR HI YL CP 1M 28K –
ISHARES TR 1 3 YR TREAS BD 6M 74K –
ISHARES TR 20 YR TR BD ETF 1M 16K –
ISHARES TR 7-10 YR TRSY BD 1M 12K –
ISHARES TR CORE S&P MCP ETF 5M 92K –
ISHARES TR CORE US AGGBD ET 21M 215K –
ISHARES TR EAFE SML CP ETF 874K 14K –
ISHARES TR RUSSELL 2000 ETF 4M 19K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 3M 63K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 1M 25K –
JABIL INC COM 982K 9K –
JOHNSON & JOHNSON COM 1M 7K –
JPMORGAN CHASE & CO. COM 1M 7K –
MANULIFE FINL CORP COM 550K 21K –
MARSH & MCLENNAN COS INC COM 215K 1K –
MCKESSON CORP COM 573K 981 –
META PLATFORMS INC CL A 1M 3K –
MICROSOFT CORP COM 2M 5K –
NETFLIX INC COM 1M 2K –
NOVO-NORDISK A S ADR 555K 4K –
NUCOR CORP COM 427K 3K –
NUSHARES ETF TR NUVEEN ESG US 573K 26K –
NVIDIA CORPORATION COM 2M 19K –
PALANTIR TECHNOLOGIES INC CL A 593K 23K –
PHILLIPS 66 COM 1M 10K –
PROCTER AND GAMBLE CO COM 1M 7K –
QUALCOMM INC COM 2M 8K –
RIO TINTO PLC SPONSORED ADR 450K 7K –
RMR GROUP INC CL A 418K 19K –
SCHWAB CHARLES CORP COM 1M 18K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 8M 226K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 2M 60K –
SPDR SER TR BLOOMBERG 1-3 MO 3M 28K –
SPDR SER TR BLOOMBERG SHT TE 3M 132K –
SPROUTS FMRS MKT INC COM 731K 9K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 324K 8K –
TELEFONICA S A SPONSORED ADR 378K 90K –
TJX COS INC NEW COM 1M 12K –
VANGUARD INDEX FDS TOTAL STK MKT 5M 19K –
VERTEX PHARMACEUTICALS INC COM 395K 842 –
VISA INC COM CL A 1M 4K –
WALMART INC COM 1M 20K –
WASTE MGMT INC DEL COM 1M 6K –
WILLIAMS SONOMA INC COM 226K 801 –