Bache Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,798,950
Clients
33
Advisors
1
of 1 employees
About
The firm provides discretionary portfolio management and investment advisory services mainly to individual clients, and also works with corporate or business clients, charitable organizations, and institutional accounts. It emphasizes fixed-income management and executes fixed-income trades and related services on behalf of a broker-dealer’s clients and for that broker-dealer’s proprietary fixed-income accounts (Apexus Capital LLC).
Investment decisions are led by a CFA charterholder who serves as the firm’s investment lead; the portfolio manager implements specific investment actions while a chief compliance officer oversees adherence to written policies and procedures. Client accounts are monitored on an ongoing basis to confirm they remain consistent with each client’s stated goals and the firm’s supervisory practices.
Notably, the firm operates as a small, independent practice but maintains an affiliation with a broker-dealer and receives commissions and fees for managing the broker-dealer’s fixed-income business, a relationship disclosed in the brochure. The firm also discloses involvement with a charitable entity’s investment committee (Santa Monica Education Foundation) and a non‑investment business activity—registration as a home‑care provider—details that distinguish its mix of services from many peers.
Client services
Expertise
Fee options
Mr. Nagy receives commission compensation from Apexus for providing fixed income investment services.
Main office
Santa Monica CA
Advisors at this office
1
Most active in
California
Also doing business as
Bache Capital Management · Bache Capital Management, Inc. · Bache Stephen Kenneth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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