OLD BRIDGE CAPITAL MANAGEMENT PRIVATE LIMITED
Adviser information for OLD BRIDGE CAPITAL MANAGEMENT PRIVATE LIMITED last updated from Form ADV on June 19th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | India |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 366 | $276.9M |
| Non-Discretionary | 0 | $0 |
| Total | 366 | $276.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 277 | $66.8M |
| HNW Individuals | 25 | $45.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $146.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 63 | $18.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsINVESTMENT RESEARCH |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114703 |
|---|---|
| SEC ERA File Number | 801-114703 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299571 |
| Legal Entity Identifier | 3358008TCU1MXQHDUQ88 |
Principal Office
1705, ONE BKC, C WING, G BLOCK, BKCBANDRA (EAST)
MUMBAI
India
Monday - Friday, 9:00 AM TO 6:00 PM
Tel: 91-22-69459999, Fax: None
Chief Compliance Officer
VASPAR PATEL
1705, ONE BKC, C WING, G BLOCK, BKC
BANDRA (EAST)
MUMBAI
India
Tel:
91-22-69459999
V***********@*******************M
(Full email address available in API data)
Regulatory Contact
KENNETH ANDRADE
FOUNDER DIRECTOR, CHIEF INVESTMENT OFFICER
1705, ONE BKC, C WING, G BLOCK, BKC
BANDRA (EAST)
MUMBAI
India
Tel:
91-22-69459999
K**************@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDRADE, KENNETH, SYLVIN | Individual | – | FOUNDER, DIRECTOR & CHIEF INVESTMENT OFFICER | 12/2015 | > 75% |
| JASANI, AMIT, KANAIYALAL | Individual | – | DIRECTOR | 12/2015 | 5-10% |
| PANDEY, RUCHI, ASHISH | Individual | – | INVESTMENT SPECALIST | 02/2020 | < 5% |
| DAM, SANJAY, SUNIL | Individual | – | INVESTMENT ANALYST | 03/2018 | < 5% |
| Patel, Vaspar, Kali | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |