FAIRBRIDGE CAPITAL MANAGEMENT, LLC

Overview

Fairbridge Capital Management, LLC is an independent registered investment advisor that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates with an owner-driven structure and combines traditional advisory services with insurance brokerage capabilities, which suggests they integrate insurance solutions into client planning where appropriate. Fee arrangements include both a percentage-of-assets model and fixed fees, and the adviser identifies its client base primarily as individual and family clients rather than institutions or pension plans. Investment activity is concentrated in public funds and mutual funds, but the firm also uses third‑party alternative managers—notably hedge funds and real estate vehicles—to complement its core holdings. Fairbridge is not characterized as an active ESG investor and does not present itself as a multi-state adviser.

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Investments & Alternatives

Location & Offices