Barnegat Bay Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$103,732,803
Clients
65
Advisors
1
of 2 employees
About
Barnegat Bay Capital Management provides ongoing investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, and certain corporate and institutional clients. The firm offers both discretionary and non-discretionary portfolio management and periodically conducts free educational seminars and workshops for prospective clients and community groups.
Investment strategies are developed around each client's risk tolerance, time horizon and investment parameters, using a mix of fundamental, charting and cyclical analysis. Portfolios are generally implemented with exchange-traded funds, no-load mutual funds and individual equity and debt securities, and accounts receive ongoing monitoring and regular quarterly portfolio reviews.
Compared with many solo independent advisers, the firm’s client base notably includes charitable and institutional entities and it provides advice on private placement limited partnerships and hedge-fund investments. The sole investment professional draws on prior institutional fixed-income management experience, and the firm operates on a fee-only, asset-based advisory model while offering group educational presentations.
Client services
Expertise
Fee options
Occasionally offers a one-time portfolio review at fixed fees.
$0 - $7,500,000: 1.00% annually $7,500,001 - $15,000,000: 0.90% annually >$15,000,000+: negotiable
Account minimum: $1,000,000 Fee-only: Investment advisory fees based on a percentage of assets under management, described in fee tiers. Occasionally offers one-time portfolio review at fixed fees.
Main office
Brant Beach NJ
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Also doing business as
Barnegat Bay Capital Management LLC · Barnegat Bay Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Quick links
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