Baybridge Capital Group, Llc
- Regulatory AUM
- $193M
- Discretionary
- $192M
- Clients
- 220
- Avg AUM / client
- $877K
- Accounts
- 554
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 165 | $60.4M | 31.3% |
| High net worth individuals | 54 | $132M | 68.3% |
| Pension and profit sharing plans | 1 | $690K | 0.36% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ek Health Services, Inc. 401(k) Profit Sharing Plan Ek Health Services, Inc. | 2024 | |
| Almaden 401(k) Plan Almaden Press & Publishing, Llc. | 2024 | |
| Dnanexus, Inc. 401(k) Plan Dnanexus, Inc. | 2024 | |
| Umi 401(k) Plan United Mechanical, Inc. | 2024 | |
| United Business Bank 401(k) Plan United Business Bank | 2024 | |
| Zmc Hotels, Llc 401(k) Plan Zmc Hotels, Llc | 2024 | |
| Retirement And Savings Plan For Employees Of Nikko Hotels Hotel Nikko (Usa), Inc. | 2024 | |
| Dolan's Of Concord/Pinole 401(k) Plan Dolan's Of Concord/Pinole | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eugene Michael Gurevich | Managing Member | CFP | Jul 2015 (11y) | 50% – 75% |
| Kevin Charles Batstone | Managing Member / Chief Compliance Officer | CFP | Jul 2015 (11y) | 50% – 75% |
| Brody Joseph Martinez | Registered representative | CFP | Aug 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ek Health Services, Inc. 401(k) Profit Sharing Plan | Ek Health Services, Inc. | 240 | $13.4M | 01/01/2024 |
| Almaden 401(k) Plan | Almaden Press & Publishing, Llc. | 154 | $7.8M | 01/01/2024 |
| Dnanexus, Inc. 401(k) Plan | Dnanexus, Inc. | 147 | $16.3M | 01/01/2024 |
| Umi 401(k) Plan | United Mechanical, Inc. | 124 | $17.1M | 01/01/2024 |
| United Business Bank 401(k) Plan | United Business Bank | 302 | $30.5M | 01/01/2024 |
| Zmc Hotels, Llc 401(k) Plan | Zmc Hotels, Llc | 1,665 | $11.5M | 01/01/2024 |
| Retirement And Savings Plan For Employees Of Nikko Hotels | Hotel Nikko (Usa), Inc. | 218 | $45.0M | 01/01/2024 |
| Dolan's Of Concord/Pinole 401(k) Plan | Dolan's Of Concord/Pinole | 99 | $11.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $191M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗