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Marin Bay Wealth Advisors
Joseph Haberman and James Fitzmaurice established Marin Bay Wealth Advisors in 2017. The firm operates from Sausalito as a multi-family office providing...
Marin Bay Wealth Advisors
Joseph Haberman and James Fitzmaurice established Marin Bay Wealth Advisors in 2017. The firm operates from Sausalito as a multi-family office providing advisory services to high-net-worth clients. The firm functions as a fund of funds with indicated exposure across FinTech, Digital Health, PropTech and related sectors. Coverage spans growth and venture stages with primary focus on North America. An ESG policy is maintained. The firm serves clients across nine states. No verifiable operational events from the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
San Anselmo
Corporate office
1 Harbor Drive, Sausalito, CA, United States
Principals
Joseph Haberman
Founder
James Fitzmaurice
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Marin Bay Wealth Advisors?
Joseph Haberman and James Fitzmaurice founded the firm and oversee its operations as investment professionals.
Is Marin Bay Wealth Advisors structured as a single family office or multi-family office?
It operates as a multi-family office serving affluent families across nine states.
Does Marin Bay Wealth Advisors participate in fund commitments or only direct deals?
The firm is confirmed as a fund of funds investor.
What investment stages does Marin Bay Wealth Advisors typically target?
Indicated focus includes growth and venture stages.
Where does Marin Bay Wealth Advisors maintain its headquarters?
The firm is headquartered at 1 Harbor Drive in Sausalito, California.
Profile maintained by Altss 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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