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Strong Bridge Advisors LLC

Updated today

Client assets under management

$61,621,520

Clients

70

97% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

23

Low

Average account size

$880,307

About

Strong Bridge serves individuals (including high-net-worth clients), defined contribution retirement plans, privately held corporations, endowments and foundations. The firm provides discretionary investment management along with financial planning and investment consulting focused mainly on publicly traded equities, ETFs, mutual funds and fixed income.

The firm follows a value-oriented, bottom-up investment process and offers four core strategies—Diversified Equities, Multi-asset, Defensive Yield, and a concentrated Focused sleeve—implemented through a structured idea-generation, research, trading and risk-adjustment workflow. Portfolios may employ tactical sector rotations, selective use of put/call options and stop-loss thresholds, and can be managed as separate accounts to allow tax customization and daily liquidity considerations.

Noteworthy operational features include Strong Bridge’s ability to enter into performance-based fee arrangements for qualified clients and its explicit acknowledgement of side-by-side management conflicts and related policies to treat differing fee arrangements equitably. The firm operates as a small adviser team managing mid-sized AUM, uses an institutional custodian for execution and custody, and maintains promoter/referral arrangements as part of its client-acquisition practices.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Wealth management

Fee options

Percentage

$250,000 - $2,500,000: 1.50% $2,500,000+: 1.25%

Project-based

$450 per hour

Performance-based

25% of market to market profits above a 4% hurdle rate, charged annually. Only for qualified clients with minimum $250,000 AUM.

Other

Account minimum: $250,000

Main office location

Strong Bridge Advisors LLC

2193 Fillmore Street

San Francisco CA 94115, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Roberto V

Series 65

San Francisco, CA

Strong Bridge Advisors LLC

Roberto Ventura is a financial advisor at Strong Bridge Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked in software research and development for investment through his involvement with Tekton Ind Com Ser Ltda since 2019. Prior to that, he spent 20 years at Efix Ltda. Strong Bridge Advisors serves a diverse client base, including high-net-worth individuals, retirement plan participants, privately held corporations, and nonprofit organizations. The firm employs a value-oriented, bottom-up fundamental research process across multiple investment strategies and offers discretionary management alongside educational workshops and tailored financial planning.

Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Wealth management
user avatar

Brett J

CFA®

San Francisco, CA

Strong Bridge Advisors LLC

Brett Janis is a CFA® charterholder and financial advisor at Strong Bridge Advisors LLC with nine years of industry experience. Prior to joining Strong Bridge Advisors in 2021, he worked at Wells Fargo Bank and McKinsey & Company. He serves as a board director for Navigator Acquisition Corp, providing corporate advisory, governance, and risk advice, and consults on business, financial industry, and government policy through expert network companies. Strong Bridge Advisors serves individuals, retirement participants, privately held corporations, endowments, and foundations with discretionary investment management, financial planning, and consulting. The firm employs a value-oriented, bottom-up fundamental research process and emphasizes position sizing, sector rotation, and liquidity considerations aligned with client risk tolerance.

Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Wealth management
user avatar

Nilesh N

CFA®, Series 63

San Francisco, CA

Strong Bridge Advisors LLC

Nilesh Nanavati is a CFA charterholder and Series 63 licensee with 4 years of industry experience. He has been with Strong Bridge Advisors LLC since 2011 and is also a partner at Financial Technology Solutions LLC, a consulting business. Strong Bridge Advisors serves individuals, defined contribution retirement participants, privately held corporations, endowments, and foundations, providing discretionary investment management, financial planning, and investment consulting. The firm employs a value-oriented, bottom-up fundamental research process and manages accounts with an emphasis on position sizing, sector rotation, and liquidity aligned with client risk tolerance.

Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Wealth management
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