CBIS is a highly specialized investment management research organization. The company searches out and evaluates small investment managers who practice a deep value-based discipline. Additionally, CBIS actively sponsors education programs on deep value investing. The firm’s consistent advocacy for value investing has won industry-wide respect and admiration. The founder is an active member of the Advisory Board of Directors at the Heilbrunn Center for Graham & Dodd Investing at Columbia University. As an adjunct to its principal activity, CBIS introduces a small number of these managers to the largest and most sophisticated institutional investors in North America.
| Website | http://www.collinsbis.com |
| Revenue | $7 million |
| Employees | 1 (1 on RocketReach) |
| Founded | 2001 |
| Address | 1111 Bayside Dr, Ste 250, Newport Beach, California 92625, US |
| Phone | (949) 644-5771 |
| Fax | (949) 220-7197 |
| Technologies | |
| Industry | Investment Management, Brokerage, Investment Banking, Finance |
| Keywords | Investment Management, Deep Value, Value Investing, Research Organization, Value Based Investing, Investment Research, Manager Research, Investment Strategy, Financial Research, Small Cap Investing, Portfolio Management, Asset Management, Fund Selection, Due Diligence, Financial Analysis, Portfolio Analysis, Alternative Investments, Equity Research, Investment Consulting |
| Competitors | Morgan Stanley, Goldman Sachs, Fidelity Investments, Wells Fargo, Merrill Lynch, LPL Financial, Raymond James, J.P. Morgan, Edward Jones, Schwab Advisor Services +42 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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Collins / Bay Island Securities Questions
The Collins / Bay Island Securities annual revenue was $7 million in 2026.
Budge Collins is the Founder and Chief Investment Officer of Collins / Bay Island Securities.
1 people are employed at Collins / Bay Island Securities.
Collins / Bay Island Securities is based in Newport Beach, California.
The NAICS codes for Collins / Bay Island Securities are [52, 523].
The SIC codes for Collins / Bay Island Securities are [62, 621].
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