Overview
Assets Under Management: $127 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 23
Average Client Assets: $4.5 million
Frequently Asked Questions
DOUBLE BAY MANAGEMENT & PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136373), DOUBLE BAY MANAGEMENT & PLANNING is subject to fiduciary duty under federal law.
DOUBLE BAY MANAGEMENT & PLANNING is headquartered in SAN FRANCISCO, CA.
DOUBLE BAY MANAGEMENT & PLANNING serves 23 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, DOUBLE BAY MANAGEMENT & PLANNING offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
DOUBLE BAY MANAGEMENT & PLANNING manages $127 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, DOUBLE BAY MANAGEMENT & PLANNING serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.22%
Average Client Assets: $4.5 million
Total Client Accounts: 100
Discretionary Accounts: 100
Regulatory Filings
CRD Number: 136373
Filing ID: 2086177
Last Filing Date: 2026-03-30 15:12:49