Cruden Bay Investment Management, LLC

Cruden Bay Investment Management, LLC is a registered investment adviser based in Westlake Village, CA, established in August 2016. The firm primarily offers portfolio management services through a wrap-fee program, providing asset management and brokerage services for one inclusive fee. Clients can grant discretionary authority for account management, allowing the firm to make investment decisions without prior consent. The firm may engage third-party advisers to manage portions of client accounts on a discretionary basis. Fees for portfolio management services under the wrap fee program range up to 2.00% annually, billed quarterly based on account balance. Clients are advised on asset allocation and investment strategies based on individual objectives and risk tolerance. The firm utilizes fundamental and technical analysis, long-term and short-term purchases, and may trade on margin. Cruden Bay Investment Management, LLC requires a minimum account size of $5,000,000, catering to individuals, high net worth individuals, foundations, and corporations. The firm does not accept performance-based fees, and its investment philosophy focuses on risk-adjusted performance. Clients are encouraged to consult with a tax professional regarding investments. The firm prioritizes client privacy and does not disclose non-public personal information to non-affiliated third parties. Clients receive ongoing account monitoring and quarterly reviews to ensure alignment with investment objectives. Cruden Bay Investment Management, LLC does not have any disciplinary disclosures and does not engage in other financial industry activities or affiliations.