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Klein Bay Management Overview
Type
Single Family Office
General Information
Klein Bay Management is a single-family office headquartered in Lake Forest. The firm manages the financial affairs and investments of a private family, focusing on asset allocation, portfolio management, and long-term wealth preservation. With a discreet approach, it oversees a diversified portfolio across multiple asset classes—supports generational wealth stewardship and provides tailored investment solutions aligned with the family’s objectives.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Single Family Office
Leadership & Principals
Corporate Office:
Lake Forest, United States
Portfolio & Notable Allocations
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