A complete list of active advisors currently associated with Eldridge Street Asset Management, LLC

Warmer can help you find a great advisor at Eldridge Street Asset Management, LLC or one who fits your needs even better.

Eldridge Street Asset Management provides discretionary investment management to individuals, high‑net‑worth clients, and trusts. The firm focuses on portfolio construction, ongoing monitoring, and rebalancing across equities, fixed income, mutual funds and ETFs, and does not participate in wrap fee programs. The advisor prepares individualized investment policy statements and applies a blend of fundamental, technical, charting, and cyclical analysis to pursue both strategic and tactical asset allocation, including the selective use of cash and occasional concentrated holdings. Portfolios are reviewed on a regular schedule (typically quarterly) and managed with full discretionary authority, with trades executed through the firm’s recommended custodian. Distinctive features include a very small, single‑advisor practice with roughly a dozen client relationships and about $13.8 million in discretionary assets, and a billing practice that invoices clients rather than withdrawing fees from custodian accounts. The firm also discloses occasional pro‑bono or uncompensated family/related account arrangements, does not charge performance‑based fees, and generally expects clients to use its recommended custodian rather than direct brokerage.

To learn more about the advisors currently working at Eldridge Street Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.