# Baybridge Capital Group, LLC
Source: https://planprovider.pro/provider/baybridge-capital-group-llc

> 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…

Retirement Plan Advisor

Pleasanton, CA

## 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/](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

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