ELDRIDGE SME ADVISERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 334010
- Registered since
- February 14, 2025
- 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
FINTRXOverview
Eldridge Sme Advisers is organized as an LLC and functions primarily as a private equity fund manager focused on institutional clients. The firm registered with the SEC in 2025 and charges both a percentage-of-assets fee and performance-based fees. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. The firm is not set up as a capital allocator; instead it sponsors and manages pooled vehicles and serves in roles such as sponsor, general partner, or managing member. Industry relationships include connections with a broker-dealer, other investment advisers, and an insurance company. Eldridge Sme Advisers reports that it is not an active ESG investor and is not structured as a multi-state adviser. Ownership is a mix of a domestic entity and individual ownership. The firm does not list pension consulting as part of its service mix and is not identified as a related adviser to another entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JOSEPH TONER
Managing Director and Chief Compliance OfficerCRD 8063256
MARC MASCOLA
Chief Financial OfficerCRD 8063266
ANTHONY MINELLA
Interim Chief Executive OfficerCRD 3093150
Contacts
3 of 3TODD GILBERT
Partner and Co-PresidentCRD 4374036
JEFFREY IVERSON
PartnerCRD 5950763
NICHOLAS SANDLER
Partner and Co-PresidentCRD 8063268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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