Baybridge Capital Group, LLC

BayBridge Capital Group, LLC is a registered investment adviser founded in 2015, specializing in fee-only investment management and financial consulting services. The firm, owned by Kevin C. Batstone and Eugene M. Gurevich, offers discretionary asset management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, and businesses. Clients have the option to impose restrictions on investing in certain securities. The firm does not act as a custodian of client assets and has client assets under management of $134,448,121.00 as of December 31, 2022. For asset management services, fees are based on a percentage of assets under management, with a minimum fee of $2,500. ERISA plan services are charged based on a fixed fee or a percentage of assets under management. BBCG does not charge performance-based fees. The firm does not require a minimum account size to open an account and provides investment advice based on fundamental analysis. Clients receive account statements quarterly and have the option to have fees deducted directly from their accounts. BBCG does not compensate for client referrals and does not vote proxies on securities. The firm has no financial conditions impairing its ability to meet client commitments and has not filed any bankruptcy petitions in the past ten years.