|
⚲
|
| Riskbridge Advisors LLC
✚
| |
|---|---|
| CRD # | 310396 |
| SEC # | 801-119715 |
| CIK # | |
| AUM | $633.0 MM (2024-03-15) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 203-658-6055 |
| Address | 401 Merritt 7 Norwalk, CT 06851 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.0 |
| (b) Individuals (high net worth individuals) | 25 | 226.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 5 | 26.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 2.2 |
| (k) Insurance companies | 0 | 332.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 42.6 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 633.0 |
| By Discretionary | ||
| Discretionary | 43 | 284.9 |
| Non-Discretionary | 4 | 348.1 |
| Total | 47 | 633.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 325.0 | |
| United States Persons | 308.0 | |
| Total | 47 | 633.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nelson Capital Management LLC
✚
|
CA | 0.6 |
|
Walkner Condon Financial Advisors LLC
✚
|
WI | 0.6 |
|
CIM LLC
✚
|
NY | 0.6 |
|
Galecki Financial Management Inc
✚
|
IN | 0.6 |
|
Net Worth Advisory Group LLC
✚
|
UT | 0.6 |
|
Probity Advisors Inc
✚
|
TX | 0.6 |
|
Catalina Capital Group LLC
✚
|
CA | 0.6 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.6 |
|
Asset Allocation Strategies LLC
✚
|
MI | 0.6 |
|
Baron Wealth Management LLC
✚
|
MI | 0.6 |