Also known as cruden bay
Cruden Bay Investment Management is an investment advisory firm based in Westlake Village, California, founded in 2016, with about $663 million in assets under management. It manages money for high net worth families and foundations and works with clients and their advisors to develop long-term investment strategies. Services listed include portfolio management, financial planning and family office services. The firm states that it focuses on reducing volatility and downside risk as well as after-tax performance, and that it invests only in things it can explain simply to clients. It works in multi-advisor environments and provides consolidated portfolio performance reporting that shows a client's holdings across all relationships in one place.
Public regulatory records matched to Cruden Bay Investment Management from SEC and IRS filings.
Public filings matched to Cruden Bay Investment Management across SEC, IRS, DOL and international registers — newest first.
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Cruden Bay Investment Management is a multi family office (mfo) based in Westlake Village, United States, managing approximately $663M in assets.
Cruden Bay Investment Management is headquartered in Westlake Village, United States.
Cruden Bay Investment Management manages approximately $663M in assets under management.
Cruden Bay Investment Management was founded in 2016.
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