Credit Bridge Advisors LLC

RIASEC RegisteredEst. 2024
Total AUM
$200M
Discretionary
$0
0% of AUM
Avg account
$200M
Accounts
1
Employees
6
Advisory reps
3

Firm details

Headquarters
,
CRD number
332233
Registered since
September 6, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Credit Bridge Advisors LLC is an SEC-registered limited liability company formed to advise and manage pooled real estate capital. The firm’s business model centers on portfolio management for pooled investment vehicles and for institutional businesses, acting in sponsor, general partner and managing-member roles for its vehicles. Its client base is institutional, and its fee model combines a percentage-of-AUM charge with performance-based fees, reflecting a manager-paid-on-performance structure typical of closed-end real estate funds. The adviser is classified as a real estate fund manager rather than a broad capital allocator across multiple asset classes. It is not registered as an active ESG investor and is not registered as a multi-state adviser. The firm’s reporting shows a newly SEC-registered year of 2024, and it does not position itself as a pension consultant or related adviser to other registered entities.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

2 of 2
  • Choudhary Yarlagadda

    President, CIOCRD 2513362

  • John Contino

    CCO & COOCRD 1336079

Contacts

1 of 1
  • Patrick Downes

    Patrick Downes

    Managing DirectorCRD 1408547

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth