{
  "crd_number": 130279,
  "slug": "bridgebay-financial-inc-san-ramon-ca-130279",
  "primary_business_name": "BRIDGEBAY FINANCIAL, INC.",
  "legal_name": "BRIDGEBAY FINANCIAL, INC.",
  "dbas": [
    "BRIDGEBAY",
    "BRIDGEBAY CONSULTING"
  ],
  "city": "San Ramon",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-07-25",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": null,
      "description": "NON-PROFIT ORGANIZATIONS",
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://bridgebay.com",
    "https://bridgebayconsulting.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130279",
  "city_as_filed": "SAN RAMON",
  "url": "https://advisorcensus.com/firm/bridgebay-financial-inc-san-ramon-ca-130279",
  "display_name": "Bridgebay Financial, Inc.",
  "summary": "Bridgebay Financial, Inc. is an SEC-registered investment advisory firm in San Ramon, CA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Bridgebay Financial, Inc. (CRD 130279): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bridgebay Financial, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bridgebay Financial, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Bridgebay Financial, Inc. located?",
      "a": "Bridgebay Financial, Inc.'s principal office is in San Ramon, CA, according to its Form ADV."
    },
    {
      "q": "Is Bridgebay Financial, Inc. registered with the SEC or a state?",
      "a": "Bridgebay Financial, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 130279."
    },
    {
      "q": "How have Bridgebay Financial, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bridgebay Financial, Inc.: Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Bridgebay Financial, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130279"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2021-04-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2022-01-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bridgebay-financial-inc-san-ramon-ca-130279.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130279",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}