ALLY BRIDGE GROUP (PE) LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.4B
Discretionary
$0
0% of AUM
Avg account
$71.3M
Accounts
19
Employees
18
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
315273
Registered since
July 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ally Bridge Group (Pe) LLC is a private equity fund structured as a limited liability company. Established in 2021, the firm primarily serves institutional clients and focuses on portfolio management for pooled investment vehicles. The firm does not engage in active ESG investing and operates without a multi-state adviser designation. Ally Bridge Group is classified as a foreign entity and is owned by individuals, which influences its investment strategies and client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Chun Lok WONG

    CFOCRD 6958684

  • FAN YU

    Founder, CEO & CIOCRD 6032200

  • ZEYUN CAI

    Chief Compliance OfficerCRD 7459691

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
430 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth