Chairman · Cruden Bay Investment Management, LLC
Selwyn S. Herson
CRD 5834746 · Named on Form ADV at one SEC-registered adviser
At a glance
Cruden Bay Investment Management, LLC, an SEC-registered wealth manager based in Westlake Village, CA with $663 million in regulatory assets, lists Selwyn S. Herson on its Form ADV as Chairman, a control person.
Firms and roles
- Cruden Bay Investment Management, LLCChairmanWealth manager · Westlake Village, CA · $663M in regulatory assets
AtlasMembers
Selwyn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Andrew D. LowensteinCco/cfo, Cruden Bay Investment Management, LLC
- Jonathan S. HersonPresident, Cruden Bay Investment Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Selwyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.