Eldridge Street Asset Management, LLC

RIASEC Registered
Total AUM
$13.8M
Discretionary
$13.8M
100% of AUM
Avg account
$419K
Accounts
33
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 67%, Exchange Traded Equities 31%, Cash & Cash Equivalents 2%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Kevin Lam

    President & Managing MemberCRD 2200755

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth