Bank / Wealth / Trust

Updated:

Double Bay Management & Planning

Double Bay Management & Planning was established in 1998. It functions as a US-based wealth manager and registered investment advisor. The firm supplies...

Double Bay Management & Planning logo

Double Bay Management & Planning

Double Bay Management & Planning was established in 1998. It functions as a US-based wealth manager and registered investment advisor. The firm supplies investment advisory services that encompass financial planning, portfolio management, and wealth management. It serves individuals, high-net-worth individuals, and institutions. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. No recent operational events from the last 24 months are documented. Team size, additional offices, and adjacent vehicles remain undisclosed. The firm follows a standard RIA structure with no identified co-investor clubs, hybrid vehicles, or succession arrangements beyond basic advisory operations.

General information

Firm type

Bank / Wealth / Trust

Year founded

1998

AUM

Undisclosed

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, United States

Frequently asked questions

What services does Double Bay Management & Planning provide?

The firm offers investment advisory services that include financial planning, portfolio management, and wealth management.

Who are the clients of Double Bay Management & Planning?

Clients include individuals, high-net-worth individuals, and various institutions.

Is Double Bay Management & Planning a family office?

Public records classify the firm as a registered investment advisor and wealth manager, not a family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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