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Multi-Family OfficeRIA · CRD 284787SEC-Registered

Updated:

Cruden Bay Investment Management

Cruden Bay Investment Management was established in 2016. Selwyn Herson serves as chairman. The firm provides advisory services to high-net-worth...

Overview

Cruden Bay Investment Management was established in 2016. Selwyn Herson serves as chairman. The firm provides advisory services to high-net-worth individuals, families, foundations, and corporations from its Westlake Village base. The firm allocates across distressed and turnaround situations, private equity, real estate, hedge funds, insurance-linked securities, and startups. Geographic exposure includes North America, Europe, Asia, Africa, and Oceania. It accepts both fund commitments and direct positions while remaining open to multi-advisor structures. The firm partners with LPL Financial for custody, research, and reporting technology. Selwyn Herson sits on the Fortigent Technology & Innovations Committee. Philanthropic vehicles supported by the firm include Grassroot Soccer, the Navy SEAL Family Foundation, and Kiva.

General information

Firm type

Multi Family Office

Year founded

2016

Location

Region

North America

Country

United States

City

Westlake Village

Corporate office

Westlake Village, CA, United States

Principals

Selwyn Herson

Chairman

Jonathan Herson

Partner

Andrew Lowenstein

Partner

Jake Kester

Director – Portfolio Reporting & Analytics

Gary Carrai

Advisory Board Member

David Blankstein

Advisory Board Member

Sector focus

Distressed & TurnaroundClimateTechEnergy Transition & RenewablesHealthcare ServicesIndustrial Tech

Frequently asked questions

Who runs investment decisions at Cruden Bay Investment Management?

Selwyn Herson serves as chairman. The firm works with clients and their advisors to set long-term allocation targets.

How does Cruden Bay Investment Management source proprietary deal flow?

The firm relies on relationships with LPL Financial research teams and external advisors rather than proprietary origination.

Does Cruden Bay Investment Management participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct investments across its listed strategies.

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