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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-21-2024
- Office Locations
- 1
Office Locations
About Capridge Advisors
CapRidge Advisors delivers actively managed investment and income strategies for private wealth and small business clients, offering investment management, outsourced CIO (OCIO) services, and financial planning. The firm positions income as a core edge and publishes market insights via highlights, quarterly updates, and thought leadership. Public filings indicate ETF-based implementation and custodian relationships including Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL PIDHIRSKYJ
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, President
- CRD
- #4605571
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,520,255 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,520,255 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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