Riskbridge Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$898M

Discretionary

$540M

60% of AUM

Avg account

$3.1M

Accounts

293

Employees

Advisory reps

Firm details

Headquarters: Norwalk, Connecticut
CRD number: 310396
Registered since: October 30, 2020
Website: www.riskbridgeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON, INSPIRA FINANCIAL TRUST, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI42.19%
Insurance Companies38.69%
Individuals7.28%
Other Investment Advisers5.28%
Corporations / Businesses3.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Riskbridge Advisors, LLC is an independent registered investment adviser formed as an LLC in 2020. The firm serves both individual/family clients and institutional accounts and operates as a capital allocator, directing capital to external managers as part of its investment approach. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, manager selection, and the publication of periodicals or newsletters. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm’s ADV indicates it is not classified as an active ESG investor.