ELDRIDGE INVESTMENT ADVISORS INC
Adviser information for ELDRIDGE INVESTMENT ADVISORS INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Hampshire, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 946 | $735.3M |
| Non-Discretionary | 0 | $0 |
| Total | 946 | $735.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 337 | $87.0M |
| HNW Individuals | 284 | $408.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 27 | $148.3M |
| Charitable organizations | 7 | $82.2M |
| 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 | <5 | $9.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-42161 |
|---|---|
| SEC ERA File Number | 801-42161 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106380 |
| Legal Entity Identifier | None |
Principal Office
686 CHESTNUT STMANCHESTER
NH
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 603-625-8559, Fax: 603-641-9650
Websites
Chief Compliance Officer
ELDRIDGE, SUSAN B
PRESIDENT/CHIEF COMPLIANCE OFFICER
686 CHESTNUT ST
MANCHESTER
NH
United States
Tel:
603-296-1320
Fax:
603-641-9650
S*********@*************M
(Full email address available in API data)
Regulatory Contact
STEPHEN ELDRIDGE
686 CHESTNUT STREET
MANCHESTER
NH
United States
Tel:
6032961319
Fax:
6036419650
S********@*************M
(Full email address available in API data)
Industry Affiliates
| STEPHEN ELDRIDGE & COMPANY | Insurance company or agencyPension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ELDRIDGE, SUSAN, BROOKS | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 06/1992 | > 75% |