Cruden Bay Investment Management, LLC

Overview

Cruden Bay Investment Management, LLC is an SEC registered investment adviser based in Westlake Village, CA, registered since 2016. It reports $663M in assets under management across 610 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$663M

Discretionary

92%

Accounts

610

Average account

$1.1M

Employees

4

Advisory reps

4

Registered since

2016

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Jonathan Steven Herson President CRD 5103079
• Selwyn Samuel Herson Chairman CRD 5834746
• Andrew David Lowenstein Chief Compliance Officer, Chief Financial Officer CRD 5207209

Advisory reps 3 of 4

• Jonathan Steven Herson Insurance Agent · Investment Adviser Rep CRD 5103079
• Selwyn Samuel Herson Investment Adviser Rep CRD 5834746
• Jacob Samuel Kester Investment Adviser Rep CRD 6690932

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

2945 Townsgate Rd Ste 200
Westlake Village, CA 91361

County

Ventura

Metro area

Oxnard-Thousand Oaks-Ventura, CA

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: cbayinvestments.com

Every state, with registration dates

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