MONTEREY BAY ASSET MANAGEMENT LLC

MONTEREY BAY ASSET MANAGEMENT LLC of MONTEREY, CA is an SEC-registered investment adviser (CRD 142460). Regulatory assets under management: $22.9M.

Registration

• CRD: 142460
• Type: Registered investment adviser
• Location: 380 FOAM STREET, MONTEREY, CA, 93940
• Phone: 831-277-0364
• Latest filing: 2026-02-24
• Regulatory AUM: $22.9M
• Discretionary AUM: $22.9M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142460 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search