DOUBLE BAY MANAGEMENT & PLANNING

Legal name: OXLEY, HARRY KEIR

CRD 136373File 801-106587

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$127.0M

Bottom 25% of cohort (national)

Discretionary AUM

$127.0M

Clients

100 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Sole Proprietorship
Firm type: Registered
SEC region: SFRO
Registration date: Aug 31, 2015
Principal office: 50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, 94111
Phone: 800-494-3267
Website: HTTP://WWW.DOUBLEBAYMP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $127.0M
Discretionary AUM: $127.0M
Non-discretionary AUM: $0
Discretionary accounts: 100
Non-discretionary accounts: 0
Total accounts: 100
AUM per client: $4.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	23	$104.5M
Pension and profit sharing plans	Fewer than 5	$21.3M
Individuals (other than high net worth individuals)	9	$1.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.