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| Happy Holidays!! thanks for using AUM13F!! |
| Riskbridge Advisors LLC
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| CRD # | 310396 |
| SEC # | 801-119715 |
| CIK # | |
| AUM | $833.8 M (2025-07-23) |
| Employees | 15 (53% Investors, 13% Brokers) |
| Phone | 203-658-6055 |
| Address | 401 Merritt 7 Norwalk, CT 06851 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 33.0 |
| (b) Individuals (high net worth individuals) | 64 | 300.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 5 | 27.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 432.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 39.6 |
| (n) Other | 0 | 0.0 |
| Total | 205 | 833.8 |
| By Discretionary | ||
| Discretionary | 202 | 391.6 |
| Non-Discretionary | 3 | 442.3 |
| Total | 205 | 833.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 831.8 | |
| Total | 205 | 833.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenrock Research Inc
✚
|
IL | 0.9 |
|
Hanson & Doremus Investment Management
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|
VT | 0.8 |
|
Paragon Advisors LLC
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TX | 0.8 |
|
Breakwater Capital Group
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|
NJ | 0.8 |
|
Legacy Financial Group LLC
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|
IA | 0.8 |
|
Intelligence Driven Advisers LLC
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|
CA | 0.8 |
|
Castlekeep Investment Advisors LLC
✚
|
CT | 0.8 |
|
Vestia Advisors LLC
✚
|
IN | 0.8 |
|
KMH Wealth Management LLC
✚
|
TX | 0.8 |
|
McLean Asset Management Corporation
✚
|
VA | 0.8 |