Albert Bridge Capital LLP (London)


Albert Bridge Capital LLP is an adviser based in London. It manages $243.67 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2015.

Albert Bridge Capital 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.

Albert Bridge Capital: assets under management

The assets under management (AUM) of Albert Bridge Capital LLP is $243.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 86% since the beginning of its operation, and $1.94 million of the total AUM is attributable to clients outside of the United States.

The firm manages $243.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.73 million each.

Investments

The firm invests in cash and cash equivalents the most. They account for 57% of the total AUM. The second-largest asset type is exchange traded securities, which make up 43% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Albert Bridge Capital LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Albert Bridge Capital serves?

The only and largest group of clients of Albert Bridge Capital is pooled investment vehicles with 3 clients and $12.1 million of assets under management. Among the 11 most similar advisory firms, Albert Bridge Capital has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $12.1 million for 3 clients. 40% of the firm’s clients are foreign persons or businesses.

Albert Bridge Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Albert Bridge Capital LLP

The company employs 8 people that are either part- or full-time employees. 50 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Andrew Douglas Dickson Managing partner 1 Dec 2015 50% - 75% 6593249
Doriana Loreta Pavlicu Partner/coo/cco 1 Dec 2015 Other 6593250
Charles Hwang Partner 1 Dec 2015 Other 6594452
Andrew Douglas Dickson Managing member 1 Mar 2016 50% - 75% 6593249
Doriana Loreta Pavlicu Executive member/coo/cco 1 Mar 2016 Other 6593250
Charles Hwang Executive member 1 Mar 2016 Other 6594452
Board Of Regents Of The University Of Texas System Investor member 1 Mar 2016 Other 00-0000000
Stuart Henry Bohart Investor member 1 Mar 2016 Other 2603191
David James Alexander Grant Investor member 1 Mar 2016 Other 6777208

Based in London

The principal office where Albert Bridge Capital LLP performs its advisory services is located at Michelin House, Suite 109, 81 Fulham Road, London, Sw3 6 Rd, 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 +44 (0) 20 3826 0215. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at albertbridgecapital.com/.