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CRUDEN BAY INVESTMENT MANAGEMENT, LLC

WESTLAKE VILLAGE, CA · CRD 284787 · IAPD ↗ · cbayinvestments.com · 805-719-2772

$663.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — CRUDEN BAY INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($467.7M -> $663.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.