Eldridge Street Asset Management is a registered investment advisor located in Irvine, California, founded by Kevin Lam in 2015. The firm focuses on designing, implementing, and continually monitoring customized investment portfolios for individuals, high-net-worth individuals, trusts, and estates. Eldridge Street Asset Management utilizes fundamental analysis, technical analysis, and cyclical analysis to build diversified portfolios primarily consisting of individual stocks, bonds, mutual funds, and exchange-traded funds. Portfolios are managed on a discretionary basis, meaning Eldridge Street Asset Management makes trades on your behalf without needing prior approval for each individual transaction, while tailoring the strategy to your specific risk tolerance and financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range from 0.50% to 1.5% annually based on assets managed. Fees may be negotiable for certain accounts.