Canyon Bridge Management Corp

CRD#285595
Investment Advisor Firm

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Overview

Canyon Bridge Management Corp operates as a financial advisor firm located in Menlo Park, California. Canyon Bridge Management Corp handles $693.3 million in total assets across one client account, making it one of the larger financial advisory firms in the nation by assets under management (AUM). The company has a small team of 12 employees, of which nine are financial advisors. Canyon Bridge Management Corp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments like equities, bonds and options.

Canyon Bridge Management Corp manages none of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by an investment advisor without requiring client permission. The firm also administers one non-discretionary accounts totaling $693.3 million in assets. The company's average account size is $693.3 million. An average advisor at Canyon Bridge Management Corp administers fewer than one client account, placing it among the most individualized advisor firms in the country.

The firm's main office is at 100 Middlefield Road, Menlo Park, California 94025. The firm is legally permitted to provide services to clients in the state of California.

Number of Advisors

9

Disclosures

No

Office Location

100 Middlefield Road
Menlo Park, CA 94025

Canyon Bridge Management Corp by the Numbers

Total Number of Employees

12

National Average: 4,943
Total Number of Accounts

1

National Average: 2,522
Average Account Size

$693.3 million

National Average: $1.3 million

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Fee Structure

Fees for financial advice typically are based on which service is offered. However, fees charged by the firm likely consist of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a service bundle for a single fee.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm works with pooled investment vehicles. Canyon Bridge Management Corp's largest client is pooled investment vehicles. None of its customers reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Canyon Bridge Management Corp does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA