CRUDEN BAY INVESTMENT MANAGEMENT, LLC
SEC RegisteredAbout the firm
Cruden Bay Investment Management, LLC manages money for high net worth families and foundations. The firm works with clients and their advisors to develop long-term strategies designed to work in good and bad markets, simplifying complex portfolios and focusing on reducing volatility, downside risk, and after-tax performance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment philosophy, portfolio management, financial planning, and family office services. The firm customizes portfolios to match client goals and risk tolerance, offers investment strategy and portfolio allocation, advanced portfolio analytics, consolidated reporting, and a six-step financial planning process.
Who they serve
High net worth families and foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $19M |
| High Net Worth Individuals | 43 | $546M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CRUDEN BAY INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched