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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2005
- Office Locations
- 1
Office Locations
About OIA LTD
OIA Ltd is a British Virgin Islands–based registered investment advisor providing discretionary, high-touch portfolio management for private clients. Portfolios are built primarily with low-cost ETFs (including Vanguard lineups) across equities, fixed income, commodities and alternatives, with options used selectively to manage risk and enhance returns. Sector tilts are reviewed monthly with quarterly rebalancing, and client assets are custodied at Interactive Brokers. Led by a veteran derivatives and risk manager with prior Bridgewater-affiliate experience.
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Owner & Executives
JAMES LIONEL BRIDGEWATER
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000 | $108,333 |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | $108,333 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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