Eldridge Street Asset Management (ESAM) offers investment advice and manages investment portfolios for individuals, high-net-worth individuals, trusts, and estates. ESAM designs, implements, and monitors client accounts on a discretionary basis, tailoring investment strategies to individual needs and restrictions. ESAM primarily invests in equity securities, fixed income securities, municipal securities, U.S. government securities, mutual funds, and exchange-traded funds (ETFs).
Assets Under Management$12M
Clients13
Advisors1
Avg. per Client$960K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Eldridge Street Asset Management charges a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.5%. The specific fee is negotiable and may depend on factors such as family relationships between accounts.
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