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BAYBRIDGE CAPITAL GROUP, LLC

LIVERMORE, CA · CRD 284867 · IAPD ↗ · baybridgecg.com · (888) 440-2224

$192.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2026 — BAYBRIDGE CAPITAL GROUP, LLC now reports custody of client assets ($65.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
March 2025 — BAYBRIDGE CAPITAL GROUP, LLC moved its main office from PLEASANTON, CA to LIVERMORE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
March 2025 — BAYBRIDGE CAPITAL GROUP, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
September 2024 — BAYBRIDGE CAPITAL GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — BAYBRIDGE CAPITAL GROUP, LLC reported RAUM up 26% ($134.4M -> $169.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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