E
Eldridge Street Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,826,071
Clients
12
42% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$1,152,173
About
Eldridge Street Asset Management provides discretionary investment management to individuals, high‑net‑worth clients, and trusts. The firm focuses on portfolio construction, ongoing monitoring, and rebalancing across equities, fixed income, mutual funds and ETFs, and does not participate in wrap fee programs.
The advisor prepares individualized investment policy statements and applies a blend of fundamental, technical, charting, and cyclical analysis to pursue both strategic and tactical asset allocation, including the selective use of cash and occasional concentrated holdings. Portfolios are reviewed on a regular schedule (typically quarterly) and managed with full discretionary authority, with trades executed through the firm’s recommended custodian.
Distinctive features include a very small, single‑advisor practice with roughly a dozen client relationships and about $13.8 million in discretionary assets, and a billing practice that invoices clients rather than withdrawing fees from custodian accounts. The firm also discloses occasional pro‑bono or uncompensated family/related account arrangements, does not charge performance‑based fees, and generally expects clients to use its recommended custodian rather than direct brokerage.
Client services
Portfolio management
Expertise
Concentrated stock management
Active portfolio management
Fee options
0.50% to 1.5% annually, based on the market value of the portfolio
Account minimum: $100,000
Main office location
Eldridge Street Asset Management, LLC
Irvine CA, United States
Number of offices
1
Most active in
Eldridge Street Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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