Old Bridge Capital Management Private Limited

RIASEC RegisteredEst. 2019
Total AUM
$224M
Discretionary
$224M
100% of AUM
Avg account
$850K
Accounts
264
Employees
9
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 Vehicles48.63%
  • Individuals25.69%
  • HNWI18.91%
  • Other6.77%
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 fee‑based investment adviser that provides discretionary portfolio management to individuals, families and institutional clients. The firm charges both a percentage of assets under management and performance‑based fees. Its advisory scope covers separate accounts and pooled investment vehicles; the firm also manages portfolios for businesses or institutions. Registered with the SEC in 2019, it is owned by an individual and does not present itself as a capital allocator. The firm is not an active ESG investor and is not registered as a multi‑state adviser. Its business model centers on active portfolio management rather than pension consulting or related‑adviser arrangements.

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

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth