About Baybridge Capital Group, LLC
<p>Founded in 2016, Baybridge Capital Group, LLC is a registered investment advisor in the Tri-Valley area of the East Bay, with its headquarters in Pleasanton and an office in nearby Livermore. The firm has 25 employees and reported $0.2B in assets under management (2026).</p> <p>Baybridge works with individuals and small businesses, including both non-high-net-worth and high-net-worth clients. It also supports retirement plans such as pension and profit-sharing plans, and it does not require an investment minimum.</p> <p>As a retirement plan advisor, the firm offers fiduciary services under both 3(21) and 3(38) arrangements. A practical differentiator is the ability to take on either co-fiduciary guidance or full discretionary investment management, depending on how much responsibility a plan sponsor wants to delegate.</p> <p>Services include ongoing financial planning, portfolio management, pension consulting, and educational seminars.</p> <ul> <li>Registered investment advisor (RIA) founded in 2016</li> <li>Offices in Pleasanton (HQ) and Livermore, serving the East Bay</li> <li>3(21) and 3(38) fiduciary services for employer retirement plans</li> <li>Financial planning and portfolio management for individuals and small businesses</li> <li>Pension consulting and educational seminars</li> </ul>
Website: https://baybridgecg.com/
Founded: 2016
Employees: 25
Office Locations
- Pleasanton, CA (Headquarters)
- Livermore, CA
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $162.2M