BayBridge Capital Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
BayBridge Capital Group reports 220 clients. They include 165 individual clients, 54 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 99.6% ($192M across 553 accounts) are managed with discretion; $690K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 31% |
| High-net-worth individuals | 25% | 68% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 165 | $60.4M | 31.3% | $366K |
| High-net-worth individuals | 54 | $132M | 68.3% | $2.44M |
| Pension and profit-sharing plans | Fewer than 5 | $690K | 0.4% | $690K |
| Total | 220 | $193M | 100% | — |
- Clients
- 165
- Regulatory AUM
- $60.4M
- AUM share
- 31.3%
- Avg. per client
- $366K
- Clients
- 54
- Regulatory AUM
- $132M
- AUM share
- 68.3%
- Avg. per client
- $2.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $690K
- AUM share
- 0.4%
- Avg. per client
- $690K
Total
- Clients
- 220
- Regulatory AUM
- $193M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
BayBridge Capital Group charges 0.10%–1.00% a year for its Asset Management. The fee is billed in advance, is negotiable and has a $2,500 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- For retirement plans, an annual fee of 0.75% down to 0.20% of plan assets by band, with a $4,000 minimum; or a fixed fee, or $200 an hour.
Kevin Batstone owns 75% or more of BayBridge Capital Group. The leadership team of BayBridge Capital Group includes Chief Compliance Officer Kevin Batstone. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Baybridge Capital Group, LLC
Kevin Batstone
Control person · since July 2015
BayBridge Capital Group’s regulatory assets grew 2.4× from $79.8M (June 2021) to $193M (March 2026); clients rose from 186 to 220 and employees fell from 6 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $193M | 220 | 4 | 1 |
| Jul 2025July 2025 | $162M | 215 | 5 | 1 |
| Mar 2024March 2024 | $169M | 198 | 8 | 1 |
| Jun 2023June 2023 | $134M | 333 | 7 | 1 |
| Mar 2022March 2022 | $110M | 188 | 7 | 1 |
| Jun 2021June 2021 | $79.8M | 186 | 6 | 1 |
Besides its headquarters, BayBridge Capital Group has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 2205 Fourth Street, LivermoreHQ
Contact and registration details
- Legal name
- Baybridge Capital Group, LLC
- Headquarters
- 2205 Fourth Street, Livermore, CA 94550
- Website
- baybridgecg.com
- Phone
- 888-440-2224
- @12897028
- SEC file
- 801-112598
- Structure
- California LLC
- Fiscal year end
- December
BayBridge Capital Group’s named custodian for separately managed accounts is Charles Schwab ($191M). BayBridge Capital Group has custody of $65.7M for 109 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $191M100%
At year end, BayBridge Capital Group’s separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $192M across 96 positions; the largest are iShares TR (16.9%), Vanguard Index Fds (5.9%) and iShares TR (4.8%).
What the accounts hold
- Stocks89%
- Funds5%
- Cash5%
- Other1%
- Reits, mortgage backed securities, fixed income, etc.1%
How many clients does BayBridge Capital Group have?
BayBridge Capital Group has 220 clients and manages $193 million for them, as of March 2026. They include 165 individual clients, 54 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does BayBridge Capital Group offer?
BayBridge Capital Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does BayBridge Capital Group charge?
BayBridge Capital Group charges 0.10%–1.00% a year for its Asset Management. The fee is billed in advance, is negotiable and has a $2,500 annual minimum.
Which custodians does BayBridge Capital Group use?
BayBridge Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $191M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does BayBridge Capital Group have?
BayBridge Capital Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BayBridge Capital Group invest in?
At the end of its last fiscal year, BayBridge Capital Group’s separately managed accounts held 89% exchange-traded equities, 5% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 1% other. The 1% other category is described as: Reits, Mortgage Backed Securities, Fixed Income, Etc.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BayBridge Capital Group?
BayBridge Capital Group’s direct owner is Kevin Batstone (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does BayBridge Capital Group get paid?
BayBridge Capital Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BayBridge Capital Group?
BayBridge Capital Group’s main office is at 2205 Fourth Street, Livermore, CA 94550. Its phone number is 888-440-2224. Its website is baybridgecg.com.