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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

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 typeClientsAUM
High net worth individuals54$131.9M
Pension and profit sharing plansFewer than 5$690K
Individuals (other than high net worth individuals)165$60.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.