|
⚲
|
| Islandbridge Capital Limited
✚
| |
|---|---|
| CRD # | 312174 |
| SEC # | 801-120247 |
| CIK # | |
| AUM | $943.2 MM (2024-03-28) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 442034051040 |
| Address | 1819 Albemarle Street London Greater London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 896.9 |
| (b) Individuals (high net worth individuals) | 0 | 38.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 943.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 23 | 943.2 |
| Total | 23 | 943.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 436.6 | |
| United States Persons | 506.6 | |
| Total | 23 | 943.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MBL Wealth LLC
✚
|
NC | 0.9 |
|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
|
Arlington Financial Advisors LLC
✚
|
CA | 0.9 |
|
Absher Wealth Management LLC
✚
|
NC | 0.9 |
|
Covenant Partners LLC
✚
|
TN | 0.9 |
|
Levy Wealth Management Group LLC
✚
|
PA | 0.9 |
|
The de Burlo Group Inc
✚
|
MA | 0.9 |
|
Ironvine Capital Partners LLC
✚
|
NE | 0.9 |
|
Trutina Financial LLC
✚
|
WA | 0.9 |
|
Clear Brook Advisors Inc
✚
|
MA | 0.9 |