DIGITAL BRIDGE ADVISORS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$14.6B
Discretionary
$12.6B
87% of AUM
Avg account
$304M
Accounts
48
Employees
174
Advisory reps
4

Firm details

Headquarters
BOCA RATON, Florida
CRD number
291394
Registered since
April 2, 2018
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.83%
  • Corporations / Businesses7.17%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Digital Bridge Advisors, LLC is an SEC-registered investment adviser formed as an LLC in 2018 that manages pooled vehicles and provides portfolio management to businesses and institutional clients. The firm is organized as a private equity fund adviser and acts in sponsor and GP roles for pooled vehicles as well as sponsor of limited partnerships. Its client base is primarily institutional, and its fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm does not position itself as an active ESG investor and is not a multi-state adviser.

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

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

3 of 3
  • Thomas Mayrhofer

    Chief Financial OfficerCRD 7092115

  • Liam Stewart

    Chief Operating OfficerCRD 7946164

  • MARC GANZI

    CEOCRD 6881359

Contacts

1 of 1
  • AMI PARIKH

    Principal, ComplianceCRD 5334592

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

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, 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
750 Park of Commerce Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth