ELDRIDGE SME ADVISERS

RIASEC RegisteredEst. 2025
Total AUM
$201M
Discretionary
$201M
100% of AUM
Avg account
$100M
Accounts
2
Employees
292
Advisory reps
6

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

FINTRX

Overview

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

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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

3 of 3
  • JOSEPH TONER

    Managing Director and Chief Compliance OfficerCRD 8063256

  • MARC MASCOLA

    Chief Financial OfficerCRD 8063266

  • ANTHONY MINELLA

    Interim Chief Executive OfficerCRD 3093150

Contacts

3 of 3
  • TODD GILBERT

    Partner and Co-PresidentCRD 4374036

  • JEFFREY IVERSON

    PartnerCRD 5950763

  • NICHOLAS SANDLER

    Partner and Co-PresidentCRD 8063268

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth