E
CRD: 175355
Eldridge Street Asset Management, LLC
Irvine, CA
9498121968
$13.8M Total AUM
$13.8M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2015
- Office Locations
- 1
Office Locations
-- Irvine CA
About Eldridge Street Asset Management, LLC
Eldridge Street Asset Management, LLC is a Irvine-based RIA. The firm has been operating for 10 years. Managing $13.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
60 AVG AGE
$13.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Upgrade to reveal position-level detail across timber atlas.
Unlock to see real insight on eagle radial.
Full visibility includes strategy notes for eagle eagle.
See the complete signal summary connected to glacier.
Open the full profile to inspect shifts in beacon focus.
Open the full profile to inspect shifts in element eagle.
Unlock to compare peer behavior around foundation zenith.
Premium access reveals conviction themes in crest legacy focus.
Asset Classes
Harbor
Client Personas
Frontier
Investment Themes
Vector alpha Frontier Element
Investment Vehicles
Pathway eagle
Services
North vital Beacon fusion Zenith
Owner & Executives
K
KEVIN LAM
Chief Investment Officer, Managing Member, President
- CRD
- #2200755
- Ownership
- 75% or more
(411) 701-4206
summit.alpha@summitcapital.com
in linkedin.com/in/ridge-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,826,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,826,071 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,826,071
Public Funds:
45.7% Equity - Exchange:
11.0% Cash:
43.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,718,620,087 | 45.7% |
| Equity - Exchange | $895,072,669 | 11.0% |
| Cash | $3,523,331,505 | 43.3% |
| Total | $8,137,024,261 | 100.0% |