Old Bridge Capital Management Private Limited

RIASEC RegisteredEst. 2019
Total AUM
$302M
Discretionary
$302M
100% of AUM
Avg account
$940K
Accounts
321
Employees
16
Advisory reps
5

Firm details

Headquarters
Mumbai,
CRD number
299571
Registered since
March 8, 2019
Custodians
AXIS BANK LIMITED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles50.28%
  • Individuals27.54%
  • HNWI11.8%
  • Other10.38%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Old Bridge Capital Management Private Limited is a registered investment advisory firm established in 2019. The firm primarily serves individual and family clients, as well as institutional investors, providing portfolio management services tailored to their specific needs. It operates under a fee structure that includes a percentage of assets under management (AUM) and performance-based fees. The firm focuses on managing portfolios for individuals and small businesses, pooled investment vehicles, and institutions, although it does not actively engage in ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 8%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • Kenneth Andrade

    Chief Investment OfficerCRD 7045849

Contacts

3 of 4
  • Ruchi Pandey

    Non-Executive DirectorCRD 8125657

  • Jyoti Moitra

    Compliance OfficerCRD 8125655

  • Amit Jasani

    DirectorCRD 7045850

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mumbai, null

Location

Mumbai, null

Headquartered in Mumbai, null.

Address
1705 One Bkc C Wing G Block Bkc
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth