The BELRIDGE ADVISORS is a privately held investment adviser that advises $1.99Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. BELRIDGE ADVISORS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 367.25% over the last 3-years.
The Group has been registered with the SEC for 4.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 4695 MACARTHUR COURT SUITE 1500, NEWPORT BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 6 investment and 1 non-investment staff. The total number of Employees increased by 16.67% over the last 3-years.
Their $1.99Bn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 4 other accounts. Assets of Investment Companies (IC) clients own $1.58Bn or 79.62% of Total Assets and Corporations or Other Businesses own $325.27mn or 16.37% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 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.
BELRIDGE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.