Blackridge Asset Management, LLC

Overview

Blackridge Asset Management, LLC is an independent RIA that provides financial planning and portfolio management primarily for individuals and families. The firm is registered with the SEC (registration year 2016) and presents itself as a capital allocator that also selects and supervises outside managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals and small businesses, and adviser selection. Compensation mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. Blackridge is not described as an active ESG investor. The firm’s activities and affiliations extend beyond pure advisory work: filings indicate ties to broker-dealer activity and relationships with other investment advisers, accounting and insurance firms, and roles as sponsor or general partner for pooled investment vehicles. That suggests the firm both allocates to third-party managers and may sponsor or manage its own pooled investments in certain situations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices