# Bridgebay Financial, Inc.

> 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.

- CRD: 130279
- Filed as: BRIDGEBAY FINANCIAL, INC.
- Also doing business as: BRIDGEBAY, BRIDGEBAY CONSULTING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130279
- AdvisorCensus page: https://advisorcensus.com/firm/bridgebay-financial-inc-san-ramon-ca-130279

## Quick answers

**How is Bridgebay Financial, Inc. compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bridgebay Financial, Inc. located?**
Bridgebay Financial, Inc.'s principal office is in San Ramon, CA, according to its Form ADV.

**Is Bridgebay Financial, Inc. registered with the SEC or a state?**
Bridgebay Financial, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 130279.

**How have Bridgebay Financial, Inc.'s assets and staff changed since 2021?**
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.

**Does Bridgebay Financial, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgebay.com
- bridgebayconsulting.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 3 | April 20, 2021 |
| October 2022 | Not reported | 3 | January 26, 2022 |
| October 2023 | Not reported | 3 | March 15, 2023 |
| October 2024 | Not reported | 3 | April 1, 2024 |
| October 2025 | Not reported | 2 | March 6, 2025 |
| October 2026 | Not reported | 2 | March 23, 2026 |

Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgebay Financial, Inc. (CRD 130279): Form ADV filing data as of October 2026.