Double Bay Management & Planning
Double Bay Management & Planning is an SEC-registered ria in San Francisco, CA with $127.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Double Bay Management & Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136373, SEC 801-106587, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $127.0M (2026-03-30)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 1
- Clients
- 32
- CRD
- 136373
- Ownership
- OXLEY, HARRY, KEIR
How much AUM does Double Bay Management & Planning have?
Double Bay Management & Planning reported $127.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Double Bay Management & Planning?
Disclosed owners and executives of Double Bay Management & Planning include OXLEY, HARRY, KEIR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.