# Cruden Bay Investment Management

Cruden Bay Investment Management is a Multi Family Office based in Westlake Village, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Westlake Village, CA, United States
- **Founded:** 2016
- **Assets under management:** 468 (Altss estimate)
- **Website:** cbayinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/cruden-bay-investment-management

## Regulatory record

- **CRD number:** 284787
- **SEC file number:** 801-108314
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284787

## About

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.

## Sectors

- Distressed & Turnaround
- ClimateTech
- Energy Transition & Renewables
- Healthcare Services
- Industrial Tech

## People

- 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

## 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.

## Related profiles

- [Watrium](https://altss.com/profile/watrium)
- [Conifer Investments](https://altss.com/profile/conifer-investments)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cruden-bay-investment-management

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