Old Bridge Capital Management Private Limited is an adviser based in Mumbai. It manages $464.57 million of regulatory assets for 644 client accounts. It has been registered with the SEC as an adviser since 2019.
Old Bridge Capital Management Private Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and investment research. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Old Bridge Capital Management Private Limited is $464.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and $464.18 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Old Bridge Capital Management Private Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, other investment advisers, high net worth individuals, and pooled investment vehicles. The largest group of clients of Amit Jasani is pooled investment vehicles with 1 clients and $224 million of assets under management. Among the 13 most similar advisory firms, Old Bridge Capital Management Private Limited has the 6th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $427.37 million for 542 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 75% of the firm’s clients are foreign persons or businesses.
Old Bridge Capital Management Private Limited doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Amit Jasani has been acting as President since 1 Dec 2015. Gauri Anand joined the executive team most recently as the Investment Analyst.
The principal office where Old Bridge Capital Management Private Limited performs its advisory services is located at 101,103,110 Keshava, E Block, Bandra Kurla Complex, Mumbai, 400051, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 91-22-62449191. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at oldbridgecapital.com/home and its LinkedIn profile.