# Monterey Bay Asset Management

Monterey Bay Asset Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 142460
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142460

## About

MONTEREY BAY ASSET MANAGEMENT LLC is a state-registered investment adviser in MONTEREY, CA. The firm manages approximately $23 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who manages Monterey Bay Asset Management?

No named principals, investment professionals, or management team members have been publicly identified for Monterey Bay Asset Management LLC. The firm's ownership and leadership structure are not documented in any available public source.

### Does Monterey Bay Asset Management have a public investment strategy?

The firm has not disclosed any investment strategy, sector focus, asset-class preference, or geographic mandate through public channels. No portfolio companies or deals have been attributed to the firm. Its investment posture is unknown.

### Where is Monterey Bay Asset Management headquartered?

No confirmed headquarters address exists in public sources for Monterey Bay Asset Management LLC. The firm's name and legal registration references the Monterey Bay region of California, but a specific city or office location has not been verified.

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- [Milestone Financial Advisors](https://altss.com/profile/milestone-financial-advisors)
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Last updated: 2026-06-03T20:00:00.000Z

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