SourcingSourcing

GOLDEN BAY ADVISORS LLC

C38
CRD 166679·SEC 801-78077
AUM
$179.8M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$539K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOLDEN BAY ADVISORS LLC
CRD
166679
SEC file #
801-78077
EIN
—
DBA names
—

Economics

AUM
$179.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$92.0M → $179.8M▲ +96%
Client mix
Individuals Other124
Individuals High Net Worth22
Pension Profit Sharing Plans6
Corporations2

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
goldenbayadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRUSKO, MATTHEW, Z
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KRUSKO, MATTHEW, Z
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GOLDENBAYADVISORS.COM
Rdap Domain Creation Date
2013-01-18T15:27:11Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2027-01-18T15:27:11Z
Rdap Domain Last Changed
2026-01-25T04:44:46Z
Rdap Nameservers
Dns1.p04.nsone.netDns2.p04.nsone.netDns3.p04.nsone.netDns4.p04.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5316931
Trust Company Affiliate
No

People (2)

2
KRUSKO, MATTHEW, Z
IAR · Direct Owner · 87.5%
5316931
LINDZY CHRISTINE GASPARELLA
IAR
5745010