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Selwyn Samuel Herson

Cruden Bay Investment Management, LLC

Westlake Village, CA

CRD 5834746

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Employer firm

Cruden Bay Investment Management, LLC CRD 284787

$663M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • ADVISORY CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Cruden Bay Investment Management, Llc

2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-19
  • CA RA
    APPROVED
    Since 2025-12-19

Branch Locations

2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wpg Calabasas CA 01/1986 Present
Lpl Financial, Llc Westlake Village CA 08/2010 12/2016
Cruden Bay Investment Management, Llc Westlake Village CA 08/2016 Present
Previous Registrations
Other Businesses

(1) 12/18/2014: Windsor Park Management Company - Business Entity For Tax/Investment Purposes Only - Investment Related - 23679 Calabasas road, #238, Calabasas, CA 91302 - Start 1985 - 3% Time Spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-30
  • S66 Uniform Combined State Law Examination
    2015-03-30
Other Names
  • Selwyn Herson

View on SEC IAPD

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