Marin Bay Wealth Advisors, LLC
Marin Bay Wealth Advisors, LLC is a multi-family office headquartered in Sausalito. Founded in 2017, the firm was established by investment professionals Joseph Haberman and James Fitzmaurice to provide fee-based, discretionary and non-discretionary portfolio...
Marin Bay Wealth Advisors, LLC
Marin Bay Wealth Advisors, LLC is a multi-family office headquartered in Sausalito. Founded in 2017, the firm was established by investment professionals Joseph Haberman and James Fitzmaurice to provide fee-based, discretionary and non-discretionary portfolio management, holistic financial planning and adviser-selection services for affluent families across nine states, and it supervises close to $290 million in regulatory assets under management .
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Sausalito
Corporate office
1 Harbor Drive, Sausalito, CA, United States
Frequently asked questions
What is Marin Bay Wealth Advisors, LLC?
Marin Bay Wealth Advisors, LLC is a multi family office headquartered in Sausalito.
Where is Marin Bay Wealth Advisors, LLC headquartered?
Marin Bay Wealth Advisors, LLC is headquartered in Sausalito, in the North America region.
What does Altss track for Marin Bay Wealth Advisors, LLC?
Altss maintains an OSINT-verified profile of Marin Bay Wealth Advisors, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Marin Bay Wealth Advisors, LLC?
Marin Bay Wealth Advisors, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Marin Bay Wealth Advisors, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Marin Bay Wealth Advisors, LLC?
Marin Bay Wealth Advisors, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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