The NEWBRIDGE FINANCIAL SERVICES GROUP, INC. is a privately held investment adviser that advises $1.1Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. NEWBRIDGE FINANCIAL SERVICES GROUP, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 231.13% over the last 5-years.
The Group has been registered with the SEC for 18.75 years and is comprised of 2 filing and 0 relying advisers. They operate out of 18 office locations with their Headquarters at 1200 NORTH FEDERAL HIGHWAY SUITE 400, BOCA RATON, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 93 employees comprised of 75 investment and 18 non-investment staff. The total number of Employees increased by 24% over the last 5-years.
Their $1.1Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 60 other accounts. Assets of Individuals clients own $558.26mn or 50.7% of Total Assets and High Net Worth Individuals own $473.92mn or 43.04% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.