CRD: 304090
Fairbridge Capital Management, LLC
$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- CapitalMeridian ridge +more
- Established Date
- 06-06-2019
- Office Locations
- 1
Office Locations
240 Cedar Knolls Road, Suite 101 Cedar Knolls NJ
About Fairbridge Capital Management, LLC
Fairbridge Capital Management, LLC is a Cedar Knolls-based RIA. The firm has been operating for 7 years. Managing $15.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include College Planning, Estate Planning, Financial Planning.
Team overview
39 AVG AGE
$15.3M AVG AUM / ADVISOR
$278.6K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Signal atlas Quantum horizon Capital Catalyst ridge
Client Personas
Glacier
Custodian
Legacy vital Insight Quantum pathway Timber meridian
Investment Themes
Element Matrix
Services
Vital momentum Momentum Ember harbor Fusion delta Unison prime Momentum alpha
Technology
Glacier foundation Eagle Ridge
Owner & Executives
RUSHI PATEL
PRINCIPAL
- CRD
- #5229437
- Ownership
- 75% or more
(610) 704-3938
vector.pathway@oakcapital.com
in linkedin.com/in/catalyst-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,321,829 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,321,829 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,321,829
Public Funds:
36.6% Corporate - Investment Grade:
36.7% Cash:
11.1% Equity - Exchange:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $740,670,249 | 36.6% |
| Corporate - Investment Grade | $742,693,939 | 36.7% |
| Cash | $224,629,502 | 11.1% |
| Equity - Exchange | $315,695,516 | 15.6% |
| Total | $2,023,689,206 | 100.0% |