Ally Bridge Group (Pe) LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.4B
Discretionary
$0
0% of AUM
Avg account
$60.3M
Accounts
24
Employees
15
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
315273
Registered since
July 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ally Bridge Group (Pe) LLC is a privately organized investment adviser registered with the SEC in 2021 and structured as a limited liability company. The firm operates as a private equity fund manager serving institutional clients and focuses on managing pooled investment vehicles. It charges a combination of asset-based fees and performance-linked fees and reports that it does not act as a capital allocator to third parties. Ally Bridge Group indicates it is not an active ESG investor and does not operate as a multistate adviser; its advisory work centers on portfolio management for pooled investment vehicles and it performs sponsor and general partner roles for those vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Chun Lok Wong

    CFOCRD 6958684

  • Fan Yu

    Fan Yu

    Founder, CEO & CIOCRD 6032200

  • Zeyun Cai

    Chief Compliance OfficerCRD 7459691

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
430 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth