Drawbridge Capital

Overview

Drawbridge Capital is an independent registered investment adviser structured as a limited liability company and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional accounts, and is owned by an individual principal rather than a parent firm. It operates in hybrid roles: advisers are registered representatives of a broker-dealer and the firm also functions as an insurance broker. Advisory services emphasize comprehensive financial planning and portfolio management for individuals and small businesses. The firm charges clients through a mix of percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. Drawbridge Capital does not present itself as a capital allocator; instead it implements third‑party strategies and traditional investment products for client portfolios. ESG investing is not identified as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices