Blackridge Asset Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$370M

Discretionary

$310M

84% of AUM

Avg account

$242K

Accounts

1,529

Employees

72

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: 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

FINTRX

Overview

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

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

Unlock 5 more executives →

Contacts

3 of 65

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

Unlock 62 more contacts →

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

Similar firms

One + One Wealth Management, LLC

Jupiter, FL

AUM $383MTEAM 5REPS 5

Cayside Partners

Jupiter, FL

AUM $353MTEAM 4REPS 5

Core Wealth Management, Inc.

Jupiter, FL

AUM $405MTEAM 4REPS 3

Aft, Forsyth and Company, Inc.

Jupiter, FL

AUM $259MTEAM 2REPS 3

Inlet Private Wealth, LLC

Jupiter, FL

AUM $608MTEAM 5REPS 5

URS Advisory

Jupiter, FL

AUM $200MTEAM 7REPS 3

More RIAs in Jupiter →All Florida RIAs →