The ELBRIDGE ADVISORS is a privately held investment adviser that advises $1.32Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ELBRIDGE ADVISORS 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 229.27% over the last 2-years.
The Group has been registered with the SEC for 3.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 2800 VETERANS MEMORIAL BLVD. SUITE 220, NEW ORLEANS, LOUISIANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 28 employees comprised of 24 investment and 4 non-investment staff. The total number of Employees increased by 64.71% over the last 3-years.
Their $1.32Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 69 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $652.2mn or 49.26% of Total Assets and High Net Worth Individuals own $482.61mn or 36.45% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 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.
ELBRIDGE 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.