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.
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 in 2020 that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a mix of financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers; it also publishes periodicals or newsletters. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The snapshot flags the firm as not an active ESG investor and not categorized as a multi-state adviser. Ownership is structured as a combination of a domestic entity and individual owners. The firm reports using third-party managers as part of its allocation strategy, indicating an emphasis on outsourcing specific alternative and specialized strategies rather than relying solely on in-house products.