|
⚲
|
| Blackridge Asset Management LLC
✚
| |
|---|---|
| CRD # | 277085 |
| SEC # | 801-108114 |
| CIK # | |
| AUM | $186.6 MM (2024-05-23) |
| Employees | 80 (100% Investors, 86% Brokers) |
| Phone | 561-641-5050 |
| Address | 1070 E Indiantown Road Jupiter, FL 33477 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 816 | 113.4 |
| (b) Individuals (high net worth individuals) | 26 | 61.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 853 | 186.6 |
| By Discretionary | ||
| Discretionary | 724 | 172.1 |
| Non-Discretionary | 129 | 14.4 |
| Total | 853 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.0 | |
| United States Persons | 179.6 | |
| Total | 853 | 186.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Urban Wealth Management Group LLC
✚
|
CA | 0.2 |
|
West Ridge Advisors LLC
✚
|
NV | 0.2 |
|
Big Sioux Financial Inc
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|
SD | 0.2 |
|
Sustainable Advisors Alliance LLC
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|
OK | 0.2 |
|
Mandalay Financial LLC
✚
|
TX | 0.2 |
|
Investors Portfolio Services LLC
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|
WA | 0.2 |
|
Ares Financial Consulting LLC
✚
|
CA | 0.2 |
|
17 Capital Partners LLC
✚
|
AZ | 0.2 |
|
Sound Financial Strategies Group LLC
✚
|
MS | 0.2 |
|
Lifeplan Investment Advisors Inc
✚
|
NC | 0.2 |