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Anchor Bay Private Wealth
ANCHOR BAY PRIVATE WEALTH LLC is an SEC-registered investment adviser in CARLSBAD, CA, registered since 2023. The firm manages approximately $52 million in...
Anchor Bay Private Wealth
ANCHOR BAY PRIVATE WEALTH LLC is an SEC-registered investment adviser in CARLSBAD, CA, registered since 2023. The firm manages approximately $52 million in assets. It has 7 employees and 6 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Carlsbad
Corporate office
Palm Beach Gardens, FL, United States
Principals
Richard J. Busillo
Chairman & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Anchor Bay Private Wealth?
Richard J. Busillo serves as Chairman and CEO and leads the firm's investment process. The full composition of the investment committee and any additional voting members are not publicly disclosed. Anchor Bay operates without known outside institutional backing, suggesting investment authority rests with the senior leadership team.
How does Anchor Bay source its alternative investment deals?
Anchor Bay appears to source direct co-investments and fund commitments through manager relationships and proprietary networks, though the firm does not publicly detail its origination channels. The Florida location and RIA structure suggest sourcing may rely on relationships with regional sponsors and national alternative asset managers.
Does Anchor Bay participate in fund commitments or only direct deals?
The firm allocates across both direct co-investment opportunities and fund commitments. Anchor Bay blends manager selection with bespoke deal access across private credit, real estate, private equity, and hedge fund strategies.
What distinguishes Anchor Bay from a typical RIA or wealth manager?
Most RIAs outsource alternative exposure to third-party funds with limited customization. Anchor Bay pursues a hybrid approach — structuring co-investments and direct placements more typical of a family office or institutional allocator, while maintaining the multi-client advisory framework of a registered investment advisor.
Which asset classes does Anchor Bay explicitly avoid?
Anchor Bay does not publicly disclose any explicit avoidance list. Based on its stated focus areas, the firm concentrates on private credit, real estate, private equity, and hedge funds, with no public indication of venture capital, infrastructure, or commodity-specific strategies.
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