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BAYBRIDGE CAPITAL GROUP, LLC
CRD 284867File 801-112598
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$192.9M
Below cohort median (national)
Discretionary AUM
$192.2M
Non-discretionary $690K
Clients
220
554 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 8, 2018
- Principal office
- 2205 FOURTH STREET, LIVERMORE, CA, 94550
- Phone
- (888) 440-2224
- Website
- HTTP://WWW.BAYBRIDGECG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $192.9M
- Discretionary AUM
- $192.2M
- Non-discretionary AUM
- $690K
- Discretionary accounts
- 553
- Non-discretionary accounts
- 1
- Total accounts
- 554
- AUM per client
- $877K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $131.9M |
| Pension and profit sharing plans | Fewer than 5 | $690K |
| Individuals (other than high net worth individuals) | 165 | $60.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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
- Yes
- 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.

