# MONTEREY BAY ASSET MANAGEMENT LLC

MONTEREY BAY ASSET MANAGEMENT LLC of MONTEREY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 142460
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142460/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142460/similar
- Related entities: https://search.stillhousedata.com/firm/142460/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142460

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.