SouthBay Capital Solutions is building the operating system for next-generation investment firms. We empower U.S.-based RIAs, broker-dealers, hedge funds, and private equity managers with CFA-qualified portfolio analysts and elite virtual admins, seamlessly integrated into their businesses.

Our mission is simple: to be the Power Behind Every Great Advisor. By combining institutional-grade talent, secure AWS-powered infrastructure, and a founder-led team with 15+ years of Wall Street experience, we deliver the scale, efficiency, and intelligence once reserved for billion-dollar asset managers.

SouthBay enables:

Portfolio Construction & Analytics – on-demand CFA-level insight

Practice Management Support – client servicing, reporting, and operations

Secure Cloud Infrastructure – VDI environments designed for compliance and data integrity

With backgrounds at Franklin Templeton, Legg Mason, American Century and  Merrill Lynch, our leadership focuses on how the best firms grow — and we’ve built SouthBay to bring that edge to every advisor, regardless of size.

We’re not an outsourcing firm. We’re your strategic partner for scale.

South Bay Capital Solutions

Org chart

Teams

Offices

Similar companies