Cruden Bay Investment Management, LLC
Cruden Bay Investment Management, LLC is an SEC-registered wealth manager in Westlake Village, CA with $663.1M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Cruden Bay Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284787, SEC 801-108314, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $663.1M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 4
- Clients
- 151
- CRD
- 284787
- Ownership
- HERSON, SELWYN, SAMUEL; GLOBAL CONSULTING SERVICES, INC.; HERSON, SELWYN; HERSON, JONATHAN, S; LOWENSTEIN, ANDREW, DAVID
How much AUM does Cruden Bay Investment Management, LLC have?
Cruden Bay Investment Management, LLC reported $663.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Cruden Bay Investment Management, LLC?
Disclosed owners and executives of Cruden Bay Investment Management, LLC include HERSON, SELWYN, SAMUEL, GLOBAL CONSULTING SERVICES, INC., HERSON, SELWYN, HERSON, JONATHAN, S, LOWENSTEIN, ANDREW, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.