Bache Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,798,950
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
HighAverage account size
$690,877
About
The firm provides discretionary portfolio management and investment advisory services mainly to individual clients, and also works with corporate or business clients, charitable organizations, and institutional accounts. It emphasizes fixed-income management and executes fixed-income trades and related services on behalf of a broker-dealer’s clients and for that broker-dealer’s proprietary fixed-income accounts (Apexus Capital LLC).
Investment decisions are led by a CFA charterholder who serves as the firm’s investment lead; the portfolio manager implements specific investment actions while a chief compliance officer oversees adherence to written policies and procedures. Client accounts are monitored on an ongoing basis to confirm they remain consistent with each client’s stated goals and the firm’s supervisory practices.
Notably, the firm operates as a small, independent practice but maintains an affiliation with a broker-dealer and receives commissions and fees for managing the broker-dealer’s fixed-income business, a relationship disclosed in the brochure. The firm also discloses involvement with a charitable entity’s investment committee (Santa Monica Education Foundation) and a non‑investment business activity—registration as a home‑care provider—details that distinguish its mix of services from many peers.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Fee options
Mr. Nagy receives commission compensation from Apexus for providing fixed income investment services.
Main office location
Bache Capital Management
Santa Monica CA, United States
Number of offices
2
Most active in
Bache Capital Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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