Blackridge Asset Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$217M

Discretionary

$217M

100% of AUM

Avg account

$311K

Accounts

696

Employees

69

Advisory reps

73

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: HNWI52.22%
Individuals47.78%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Blackridge Asset Management, LLC is an independent RIA organized as an LLC and registered with the SEC in 2016. The firm serves primarily individual and family clients and functions as a capital allocator, providing financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds52%
Exchange Traded Equities42%
Cash & Cash Equivalents4%
Investment Grade Corp Bonds2%

Owners & executives

3 of 8

Dion Padilla
President, CEOCRD 4432230
Matthew Reynolds
President, Chief Financial OfficerCRD 4077413
Christian Taylor
Chief Compliance OfficerCRD 5462381

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Contacts

3 of 65

Kevin Geiger
Co-FounderCRD 5811593
Tonya Cooper
IARCRD 5267778
Dennis Palmerini
PresidentCRD 5357185

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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