Fairbridge Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,321,829
Clients
55
25% 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
55
HighAverage account size
$278,579
About
The firm provides portfolio management and financial planning services to individual and high-net-worth clients on both a discretionary and non-discretionary basis. It reports managing about $15.3 million across roughly 55 client relationships and uses a client questionnaire and a written Statement of Investment Policy to establish objectives and account guidelines.
Its investment approach centers on two tactical equity strategies — a Thematic Tactical strategy focused on theme-based equities and a Dividend Value Tactical strategy focused on dividend and value equities — and portfolios may include ETFs, individual stocks, bonds and option writing for hedging or income. The firm conducts ongoing supervision and rebalancing guided by the SIP, and discloses that its strategies can involve frequent trading and associated market, liquidity and tax risks.
Notably, the firm’s principal also operates a separate insurance business and is a licensed insurance producer who may receive commission-based compensation for insurance products; the brochure discloses this affiliation and the potential conflict of interest and states recommendations are intended to be needs-based and that clients are not required to purchase insurance through the firm. The brochure also notes the firm previously provided advisory services to a private investment fund but discontinued that role in 2019, and the combination of small-firm tactical equity strategies with an affiliated insurance practice is relatively uncommon among independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $499,999: 1.25% $500,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $6,999,999: 0.75% $7,000,000 - $9,999,999: 0.65% $10,000,000+: 0.50%
Principal may earn commission-based compensation for selling insurance products, separate from advisory fees
Account minimum: $25,000 Fee-only: Financial planning fees range from $1,500 to $10,000 annually depending on client type (Individuals: $1,500-$3,000; Couples: $3,000-$5,000; Businesses: $5,000-$10,000)
Main office location
Fairbridge Capital Management, LLC
240 Cedar Knolls Road, Suite 101
Cedar Knolls NJ 07927, United States
Number of offices
1
Most active in
Fairbridge Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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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