Anmelden Kostenlos registrieren

North Bay Investors, LLC (Summit)


North Bay Investors, LLC is a related adviser based in Summit. It manages $2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002.

North Bay Investors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

North Bay Investors: assets under management

The assets under management (AUM) of North Bay Investors, LLC is $2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay North Bay Investors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Summit

The principal office where North Bay Investors, LLC performs its advisory services is located at 382 Springfield Avenue, Summit, NJ 07901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-522-1922 or by fax 908-522-9446. The normal business hours are 9:00am - 5:00 pm on Monday - Friday.


Registered investment advisers similar to North Bay Investors, LLC