FAIRBRIDGE ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$535M
Discretionary
$535M
100% of AUM
Avg account
$178M
Accounts
3
Employees
17
Advisory reps
5

Firm details

Headquarters
DARIEN, Connecticut
CRD number
314538
Registered since
January 3, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fairbridge Asset Management LLC is a privately held investment adviser focused on pooled real estate vehicles for institutional investors. The firm registered with the SEC in 2023 and is organized as a limited liability company with ownership tied to both a domestic entity and an individual. Its core advisory activity is portfolio management for pooled investment vehicles, and it serves an institutional client base. Fee arrangements include AUM-based charges, performance fees and other fee components. Fairbridge does not identify as an active ESG investor and is not marked as a multi-state adviser. Fairbridge also takes on sponsor and sponsor-adjacent roles: it operates as an investment adviser and sponsor and can act as general partner and managing member of pooled investment vehicles, indicating it not only advises but may originate and manage its own funds.

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

3 of 5
  • John Lettera

    Co-Founder and PartnerCRD 7372155

  • BRIAN WALTER

    Co-Founder and Managing PartnerCRD 2509537

  • Anthony Balbo

    PartnerCRD 7372162

Unlock 2 more contacts

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

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, 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
330 Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth