Eldridge Sme Advisers

Fee-Only (% of Portfolio)

Eldridge SME Advisers manages investment portfolios primarily for privately offered investment funds and may expand to separately managed accounts. Eldridge SME Advisers focuses on identifying, acquiring, managing, and disposing of private equity and debt investments, particularly in industries such as sports, media, and entertainment. Eldridge SME Advisers operates as part of a broader asset management business affiliated with Eldridge Industries. The firm exercises discretionary control over investment decisions for its client funds as a collective pool of assets, rather than providing individualized advice to fund investors. Clients include institutional entities, funds, and high-net-worth investors.

Assets Under Management$200M
Clients2
AdvisorsN/A
Avg. per Client$100M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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