Cruden Bay Investment Management, LLC
● SEC registered since 2016CRD 284787SEC# 801-108314Westlake Village, CA
Reg. AUM
$663.1M
Employees
4
Accounts
610
Location
Westlake Village, CA
Cruden Bay Investment Management, LLC assets under management
Cruden Bay Investment Management, LLC is a registered investment adviser overseen by the SEC based in Westlake Village, CA. The firm has been registered since 2016. It reports $663.1 million in regulatory assets under management and employs 4 people.
Cruden Bay Investment Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew David Lowenstein Control | Cco/Cfo | Under 5% | 2015 |
| Global Consulting Services, Inc. Control | Managing Member | 5-10% | 2016 |
| Jonathan Steven Herson Control | President | Under 5% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Cruden Bay Investment Management, LLC manage?
Cruden Bay Investment Management, LLC reports $663.1 million in regulatory assets under management on its Form ADV.
How many employees does Cruden Bay Investment Management, LLC have?
Cruden Bay Investment Management, LLC reports 4 employees.
Where is Cruden Bay Investment Management, LLC located?
Cruden Bay Investment Management, LLC is based in Westlake Village, CA and has been SEC-registered since 2016.
Does Cruden Bay Investment Management, LLC disclose fund performance?
Cruden Bay Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2945 Townsgate Road, Suite 200, Westlake Village, CA 91361 |
| Phone | 805-719-2772 |
| Fax | 805-267-7185 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$663.1M▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$663.1Mregulatory AUM
Discretionary $609.9MNon-discretionary $53.2M