Eldridge Street Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 175355
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.72%
- Individuals18.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eldridge Street Asset Management, LLC is a small, single-office advisory firm organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individuals and small businesses, operating primarily as a discretionary manager. Its client base is concentrated in individual and family relationships rather than institutional or pension business. Eldridge Street does not identify itself as an active ESG investor and is not set up as a multi-state adviser. Investment activity centers on using pooled public funds as the core building blocks for client portfolios. With a compact client roster and all assets managed on a discretionary basis, the firm appears to emphasize streamlined, hands-on management using liquid, professionally managed vehicles rather than bespoke direct-security strategies or a large roster of third‑party alternative managers.
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
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities31%
- Cash & Cash Equivalents2%
Contacts
1 of 1Kevin Lam
President & Managing MemberCRD 2200755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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