# KEVIN BAY INVESTMENTS, LLC

KEVIN BAY INVESTMENTS, LLC of PEWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 144987
- Type: SEC-registered investment adviser
- SEC file number: 801-68368
- Location: 285 FOREST GROVE DRIVE, SUITE 105, PEWAUKEE, WI, 53072-9958
- Phone: (262) 691-2013
- Latest filing: 2019-02-27
- Regulatory AUM: $128.2M
- Discretionary AUM: $125.7M
- Non-discretionary AUM: $2.6M
- Clients: 7
- Accounts: 664

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| RYAN LYNN MARIE | DIRECTOR OF OPERATIONS; MEMBER / DIRECTOR OF OPERATIONS | — |
| CLIFF JAN BRIAN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BAY KEVIN JOHN | MANAGING MEMBER | — |
| MEZERA TERRY JOHN | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144987/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144987/similar
- Related entities: https://search.stillhousedata.com/firm/144987/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144987

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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.