KEVIN BAY INVESTMENTS, LLC
CRD #144987 SEC #801-68368 PEWAUKEE, WI (262) 691-2013
SEC Registered
Total AUM
$128.2M
Discretionary
$125.7M
Employees
7
Clients
--
Accounts
664
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $128.2M | $125.7M | $2.6M | 7 | 0 |
| Mar 2018 | $157.6M | $152.9M | $4.7M | 9 | 0 |
| Mar 2018 | $157.6M | $152.9M | $4.7M | 9 | 0 |
| Mar 2018 | $157.6M | $152.9M | $4.7M | 9 | 0 |
| Mar 2017 | $158.4M | $153.1M | $5.3M | 9 | 400 |
| Mar 2016 | $148.9M | $146.3M | $2.6M | 9 | 400 |
| Nov 2015 | $162.2M | $159.6M | $2.6M | 10 | 400 |
| Sep 2015 | $162.2M | $159.6M | $2.6M | 10 | 400 |
| Jun 2015 | $162.2M | $159.6M | $2.6M | 10 | 400 |
| Mar 2015 | $162.2M | $159.6M | $2.6M | 10 | 400 |
| Mar 2014 | $162.8M | $160.4M | $2.4M | 9 | 300 |
| Mar 2013 | $151.3M | $149M | $2.2M | 9 | 300 |
| Nov 2012 | $159.2M | $153.7M | $5.5M | 9 | 300 |
| Mar 2012 | $159.2M | $153.7M | $5.5M | 6 | 300 |
| May 2011 | $159.8M | $157.1M | $2.7M | 10 | -- |
| Mar 2011 | $159.8M | $157.1M | $2.7M | 10 | -- |
| Jul 2010 | $139.2M | $137M | $2.2M | 10 | -- |
| Mar 2008 | $117.4M | $106.6M | $10.8M | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
DateFeb 2019
Total AUM$128.2M
Discretionary$125.7M
Non-Disc.$2.6M
Employees7
Clients0
DateMar 2018
Total AUM$157.6M
Discretionary$152.9M
Non-Disc.$4.7M
Employees9
Clients0
DateMar 2018
Total AUM$157.6M
Discretionary$152.9M
Non-Disc.$4.7M
Employees9
Clients0
DateMar 2018
Total AUM$157.6M
Discretionary$152.9M
Non-Disc.$4.7M
Employees9
Clients0
DateMar 2017
Total AUM$158.4M
Discretionary$153.1M
Non-Disc.$5.3M
Employees9
Clients400
DateMar 2016
Total AUM$148.9M
Discretionary$146.3M
Non-Disc.$2.6M
Employees9
Clients400
DateNov 2015
Total AUM$162.2M
Discretionary$159.6M
Non-Disc.$2.6M
Employees10
Clients400
DateSep 2015
Total AUM$162.2M
Discretionary$159.6M
Non-Disc.$2.6M
Employees10
Clients400
DateJun 2015
Total AUM$162.2M
Discretionary$159.6M
Non-Disc.$2.6M
Employees10
Clients400
DateMar 2015
Total AUM$162.2M
Discretionary$159.6M
Non-Disc.$2.6M
Employees10
Clients400
DateMar 2014
Total AUM$162.8M
Discretionary$160.4M
Non-Disc.$2.4M
Employees9
Clients300
DateMar 2013
Total AUM$151.3M
Discretionary$149M
Non-Disc.$2.2M
Employees9
Clients300
DateNov 2012
Total AUM$159.2M
Discretionary$153.7M
Non-Disc.$5.5M
Employees9
Clients300
DateMar 2012
Total AUM$159.2M
Discretionary$153.7M
Non-Disc.$5.5M
Employees6
Clients300
DateMay 2011
Total AUM$159.8M
Discretionary$157.1M
Non-Disc.$2.7M
Employees10
Clients--
DateMar 2011
Total AUM$159.8M
Discretionary$157.1M
Non-Disc.$2.7M
Employees10
Clients--
DateJul 2010
Total AUM$139.2M
Discretionary$137M
Non-Disc.$2.2M
Employees10
Clients--
DateMar 2008
Total AUM$117.4M
Discretionary$106.6M
Non-Disc.$10.8M
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--