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Cruden Bay Investment Management, LLC

● SEC registered since 2016CRD 284787SEC# 801-108314Westlake Village, CA
Export (members)
Reg. AUM
$467.7M
Employees
4
Accounts
145
Location
Westlake Village, CA

Cruden Bay Investment Management, LLC assets under management

Cruden Bay Investment Management, LLC is a registered investment adviser overseen by the SEC based in Westlake Village, CA. The firm has been registered since 2016. It reports $467.7 million in regulatory assets under management and employs 4 people.

Cruden Bay Investment Management, LLC owners & executives

10 reported
NameTitleOwnershipSince
Andrew David Lowenstein ControlCco/CfoUnder 5%2015
Global Consulting Services, Inc. ControlManaging Member5-10%2016
Jonathan Steven Herson ControlPresidentUnder 5%2010
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Frequently asked questions

How much does Cruden Bay Investment Management, LLC manage?

Cruden Bay Investment Management, LLC reports $467.7 million in regulatory assets under management on its Form ADV.

How many employees does Cruden Bay Investment Management, LLC have?

Cruden Bay Investment Management, LLC reports 4 employees.

Where is Cruden Bay Investment Management, LLC located?

Cruden Bay Investment Management, LLC is based in Westlake Village, CA and has been SEC-registered since 2016.

Does Cruden Bay Investment Management, LLC disclose fund performance?

Cruden Bay Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
Phone805-719-2772
Fax805-267-7185
Office hours8:00 a.m. - 6:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$467.7M
Non-discretionary$0
Total (RAUM)$467.7M