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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLIFF, JAN, BRIAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLIFF, JAN, BRIAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CLIFF, JAN, BRIAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MEZERA, TERRY, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RYAN, JEAN, MARIE | I | DIRECTOR OF OPERATIONS | NA | Control |
| RYAN, JEAN, MARIE | I | DIRECTOR OF OPERATIONS | NA | Control |
| RYAN, JEAN, MARIE | I | DIRECTOR OF OPERATIONS | NA | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| BAY, KEVIN, JOHN | I | MANAGING MEMBER | E | Control |
| CLIFF, JAN, BRIAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| CLIFF, JAN, BRIAN | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
| RYAN, JEAN, MARIE | I | MEMBER / DIRECTOR OF OPERATIONS | A | Control |
Registrations
Federal
IA
Feb 27, 2019 REGISTERED
Notice Filings (6)
FL IL MN NE TX WI
Address
285 FOREST GROVE DRIVE, SUITE 105PEWAUKEE, WI 53072-9958
United States
Phone: (262) 691-2013