Bayridge Financial Group, Inc.
● SEC registered since 2018CRD 296831SEC# 801-113193Rockville Centre, NY
Reg. AUM
$94.2M
Employees
5
Accounts
488
Location
Rockville Centre, NY
Bayridge Financial Group, Inc. assets under management
Bayridge Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Rockville Centre, NY. The firm has been registered since 2018. It reports $94.2 million in regulatory assets under management and employs 5 people.
Bayridge Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Rocco D'Amelio Control | Partner And Chief Compliance Officer | 25-50% | 2018 |
| Shane Harold Siederman Control | Partner | 50-75% | 2018 |
Frequently asked questions
How much does Bayridge Financial Group, Inc. manage?
Bayridge Financial Group, Inc. reports $94.2 million in regulatory assets under management on its Form ADV.
How many employees does Bayridge Financial Group, Inc. have?
Bayridge Financial Group, Inc. reports 5 employees.
Where is Bayridge Financial Group, Inc. located?
Bayridge Financial Group, Inc. is based in Rockville Centre, NY and has been SEC-registered since 2018.
Does Bayridge Financial Group, Inc. disclose fund performance?
Bayridge Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 330 Sunrise Hwy #110, Rockville Centre, NY 11570 |
| Phone | (718) 833-4901 |
| Fax | (718) 833-4903 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$94.2M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$94.2Mregulatory AUM
Discretionary $94.2M