BLACKRIDGE ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- JUPITER, Florida
- CRD number
- 277085
- Registered since
- July 8, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.15%
- Individuals35.92%
- Corporations / Businesses2.38%
- Pension & Profit Sharing Plans0.22%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Blackridge Asset Management, LLC is an SEC-registered investment adviser formed in 2016 and organized as an LLC. The firm serves both individual and institutional clients, providing financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. It operates as an allocator — arranging capital into external managers and private funds — and charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds52%
- Exchange Traded Equities42%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 8KAREN COKER
Chief Risk OfficerCRD 2731928
Kevin Chancellor
CEOCRD 6533394
Christopher Mueller
Chief Operations OfficerCRD 2098597
Contacts
3 of 68DAVID MALONE
FounderCRD 4489109
DENNIS OCONNOR
Financial AdvisorCRD 1595467
TONYA COOPER
IARCRD 5267778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JUPITER, FL
PALM BEACH
Location
JUPITER, FL
Headquartered in JUPITER, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1070 E Indiantown Rd
- Time zone
- ET (UTC-5)
- Office locations
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