BROOKRIDGE CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
327182

Firm profile

FINTRX

Overview

Brookridge Capital, LLC is organized as a limited liability company and operates primarily as the sponsor, general partner and managing member for pooled investment vehicles. The firm is structured as an owner-operated shop (individual owner type) rather than a multi-state advisory platform. Regulatory and classification details in the source are sparse; the firm is not identified as an active ESG investor and does not present itself as a capital allocator or pension consultant. Brookridge’s stated business activity centers on running pooled funds rather than maintaining a retail advisory client roster. The firm’s role on its funds is executive and managerial — packaging fund vehicles and serving in GP-level capacities rather than acting as an outsourced asset allocator.

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

FINTRX

Client base

Client personas

Contacts

1 of 1
  • NATHAN BOHN

    Founding PartnerCRD 4035500

Wealth teams

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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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
177 W Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth