Bay Cliadakis & Associates, LLC
● SEC registered since 2025CRD 301214SEC# 801-132234Chico, CA
Reg. AUM
$135M
Employees
3
Accounts
421
Location
Chico, CA
Bay Cliadakis & Associates, LLC assets under management
Bay Cliadakis & Associates, LLC operates as an SEC-registered investment adviser based in Chico, CA. The firm has been registered since 2025. It reports $135 million in regulatory assets under management and employs 3 people.
Bay Cliadakis & Associates, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Miste Lee Cliadakis Control | Managing Member & Chief Compliance Officer | 50-75% | 2019 |
| Steven Harry Cliadakis Control | Managing Member | 50-75% | 2019 |
Frequently asked questions
How much does Bay Cliadakis & Associates, LLC manage?
Bay Cliadakis & Associates, LLC reports $135 million in regulatory assets under management on its Form ADV.
How many employees does Bay Cliadakis & Associates, LLC have?
Bay Cliadakis & Associates, LLC reports 3 employees.
Where is Bay Cliadakis & Associates, LLC located?
Bay Cliadakis & Associates, LLC is based in Chico, CA and has been SEC-registered since 2025.
Does Bay Cliadakis & Associates, LLC disclose fund performance?
Bay Cliadakis & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1074 E. Ave. Suite T1, Chico, CA 95926 |
| Phone | 530-924-0110 |
| Office hours | 8a.m.-5p.m. Monday - Thursday; 8a.m. - 2p.m. Friday |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$135Mregulatory AUM
Discretionary $123.1MNon-discretionary $11.9M