Islandbridge Capital Limited

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$503M
31% of AUM
Avg account
$57.8M
Accounts
28
Employees
16
Advisory reps
5

Firm details

Headquarters
London Greater London,
CRD number
312174
Registered since
April 23, 2021
Custodians
ROYAL BANK OF CANADA (CHANNEL ISLANDS) LIMITED
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals85.9%
  • HNWI13.87%
  • Charitable Organizations0.23%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Islandbridge Capital Limited is an independent, foreign-owned investment adviser that registered with the SEC in 2021 and functions as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management across individual, small business, pooled vehicle and institutional mandates, and it also performs third-party adviser selection. Fee arrangements include asset-based fees alongside fixed, hourly and performance-linked structures. Islandbridge does not describe itself as an active ESG investor. Operations are structured to manage both discretionary and non-discretionary mandates, and the firm signals a willingness to use external managers and pooled vehicles as part of its client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Private Funds 36%, Cash & Cash Equivalents 19%, Exchange Traded Equities 17%, Sovereign Bonds 10%, Non-Exchange Traded Equities 7%, US Government Bonds 4%, Public Funds/Mutual Funds 3%, Other 3%, State & Local Bonds 1%36%
  • Private Funds36%
  • Cash & Cash Equivalents19%
  • Exchange Traded Equities17%
  • Sovereign Bonds10%
  • Non-Exchange Traded Equities7%

Owners & executives

3 of 3
  • Joseph McCarthy

    Joseph McCarthy

    Chief Investment OfficerCRD 7322711

  • Emily Hicks

    Chief Compliance OfficerCRD 7888937

  • Gary Couch

    Gary Couch

    Chief Executive OfficerCRD 7322721

Contacts

2 of 2
  • Andrew Harrison

    Andrew Harrison

    DirectorCRD 7322718

  • Jack Murphy

    CRD 8239712

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

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Location

Primary office

London Greater London, null

Location

London Greater London, null

Headquartered in London Greater London, null.

Address
1819 Albemarle St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth