NORTHBAY ADVISORS

NORTHBAY ADVISORS of ROHNERT PARK, CA is an SEC-registered investment adviser (CRD 129214). Regulatory assets under management: $6.1M.

Registration

• CRD: 129214
• Type: Registered investment adviser
• Location: 6010 COMMERCE BLVD. SUITE 142, ROHNERT PARK, CA, 94928
• Phone: 707-585-8004
• Latest filing: 2025-11-21
• Regulatory AUM: $6.1M
• Discretionary AUM: $4.0M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129214 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search