Digital Bridge Advisors, LLC is a large advisory firm based in Boca Raton. It manages $4.31 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Illinois, New York, and Texas.
Digital Bridge Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Digital Bridge Advisors, LLC is $4.31 billion. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Digital Bridge Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, 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 pooled investment vehicles and corporations or other businesses. The largest group of clients of Digital Bridge Advisors is pooled investment vehicles with 9 clients and $2.26 billion of assets under management. Among the 10 most similar advisory firms, Digital Bridge Advisors has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.31 billion for 14 clients. None of the firm’s clients are foreign persons or businesses.
Digital Bridge Advisors also advises several private funds. Namely, nine private equity funds.
The company employs 43 people that are either part- or full-time employees. 56 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.
The principal office where Digital Bridge Advisors, LLC performs its advisory services is located at 750 Park Of Commerce Drive, Boca Raton, FL 33487, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-544-7475 or by fax 561-989-0278. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at digitalbridgellc.com/.