Baybridge Capital Group, LLC
BayBridge Capital Group, LLC is a boutique financial advisory and investment management firm headquartered in Livermore, California. Founded in 2016, it is a Registered Investment Adviser (RIA) with the SEC, focusing on providing objective, independent, and personalized financial solutions. The firm operates with a client-focused approach, emphasizing fiduciary responsibility and comprehensive financial wellness plans. As of 2025, BayBridge Capital Group employs approximately 5 people and serves primarily individual clients, including both high net worth and non-high net worth individuals.
Investment Strategy
BayBridge Capital Group primarily offers portfolio management and financial planning services to retail clients. The firm employs a holistic investment approach, tailoring portfolios to each client’s financial goals and needs. Investment management is discretionary and includes regular account monitoring, typically on a weekly basis. Their process emphasizes objective, client-centric advice and comprehensive financial wellness, with an aim to empower clients to make informed decisions and secure long-term financial health. Third-party investments may also be included, incurring potential additional fees such as for mutual funds or annuities.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 16.06% | $25.2M | 251,269 | $99.17 | $100.25 | +$759.5K |
V VTI | VANGUARD INDEX FDS | 5.95% | $9.3M | 28,432 | $254.38 | $328.17 | +$860.9K |
S SPDW | SPDR INDEX SHS FDS | 4.56% | $7.1M | 166,972 | $34.24 | $42.79 | -$228.0K |
S SHY | ISHARES TR | 4.54% | $7.1M | 85,829 | $82.08 | $82.96 | -$662 |
I IJH | ISHARES TR | 3.89% | $6.1M | 93,420 | $56.26 | $65.26 | -$230.2K |