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CRUDEN BAY INVESTMENT MANAGEMENT, LLC
CRD 284787File 801-108314
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$663.1M
Above cohort median (national)
Discretionary AUM
$609.9M
Non-discretionary $53.2M
Clients
151
610 accounts
Employees
4
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 30, 2016
- Principal office
- 2945 TOWNSGATE ROAD, SUITE 200, WESTLAKE VILLAGE, CA, 91361
- Phone
- 805-719-2772
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $663.1M
- Discretionary AUM
- $609.9M
- Non-discretionary AUM
- $53.2M
- Discretionary accounts
- 608
- Non-discretionary accounts
- 2
- Total accounts
- 610
- AUM per client
- $4.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $97.5M |
| High net worth individuals | 43 | $546.2M |
| Individuals (other than high net worth individuals) | 108 | $19.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- 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 11This 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.