Cruden Bay Investment Management, Llc
- Regulatory AUM
- $663M
- Discretionary
- $610M
- Clients
- 151
- Avg AUM / client
- $4.4M
- Accounts
- 610
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 108 | $19.3M | 2.92% |
| High net worth individuals | 43 | $546M | 82.4% |
| Charitable organizations | Fewer than 5 clients | $97.5M | 14.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Selwyn Samuel Herson | Chairman | Jan 1986 (41y) | 75% or more of Windsor Park Management Co. (indirect) | |
| Jonathan Steven Herson | President | Jun 2010 (16y) | 75% or more of Jon H Cbay (indirect) | |
| Andrew David Lowenstein | Cco/Cfo | Jan 2015 (12y) | ≈ 3.75% – 10% via Global Consulting Services, Inc. | |
| Jacob Samuel Kester | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Port Errol Investments, Gp | Managing Member | Aug 2016 | A | 75% or more |
| Global Consulting Services, Inc. | Managing Member | Aug 2016 | A | 5% – 10% |
| Windsor Park Management Co. | General Partner | Aug 2016 | B | GP / trustee / elected manager of Port Errol Investments, Gp (indirect) |
| Whins Investments, Inc. | Owner | Aug 2016 | B | GP / trustee / elected manager of Port Errol Investments, Gp (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Andrew David Lowenstein: 75% – 100% of Global Consulting Services, Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 960 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $170M (26% of AUM) Mar 2026
- LPL Financial $92.4M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 23, 2026.
View current Form ADV (SEC/IAPD) ↗