Tuesday, January 31, 2012
Eldridge Financial: Eldridge Financial
Eldridge Financial: Eldridge Financial: About Us Eldridge Financial is a diversified financial services firm. We aim to understand, anticipate and meet our clients' changing fi...
Eldridge Financial: Eldridge Financial
Eldridge Financial: Eldridge Financial: Eldridge Financial understands, anticipates and meets its clients' changing financial needs with a multitude of high-quality products and...
Eldridge Financial
Eldridge Financial understands, anticipates and meets its clients' changing financial needs with a multitude of high-quality products and services.
For Institutions and Public Sector Entities
We understand that our institutional investors – including pension funds, foundations and Taft-Hartley plans – face a unique set of demands, concerns and capital constraints.
We understand that our institutional investors – including pension funds, foundations and Taft-Hartley plans – face a unique set of demands, concerns and capital constraints.
For Corporations
The professionals at Eldridge Financial understand the pressures that today's CEOs, CFOs, risk managers and other executives face. More importantly, we know how to help businesses and the people who run them.
The professionals at Eldridge Financial understand the pressures that today's CEOs, CFOs, risk managers and other executives face. More importantly, we know how to help businesses and the people who run them.
For Individuals and Families
At Eldridge Financial, we take pride in getting to know each and every one of our individual and family clients – from their risk tolerance to the names of their children.
At Eldridge Financial, we take pride in getting to know each and every one of our individual and family clients – from their risk tolerance to the names of their children.
For International Clients
From equities and fixed income to hedge fund strategies, private equity and currency management, Eldridge Financial has what it takes to assist global institutions with their most intricate investment needs.
From equities and fixed income to hedge fund strategies, private equity and currency management, Eldridge Financial has what it takes to assist global institutions with their most intricate investment needs.
For Consultants
With a wide array of strong investment management strategies across both traditional and alternative asset classes, Eldridge Financial offers consultants a powerful resource for finding effective solutions for clients.
With a wide array of strong investment management strategies across both traditional and alternative asset classes, Eldridge Financial offers consultants a powerful resource for finding effective solutions for clients.
Eldridge Financial
About Us
Eldridge Financial is a diversified financial services firm.
We aim to understand, anticipate and meet our clients' changing financial needs with a multitude of high-quality products and services. Since our founding in 2004, Eldridge Financial has grown to become:
- A multiproduct money manager of assets for institutions as well as investment advisory for private clients, with expertise in hedge fund strategies, private equity, currency management, institutional real estate, equities and fixed income
- One of the largest Swiss-based broker/dealers for institutions and other financial entities
- A national leader in consulting services, offering a broad range of financial advisory capabilities, compensation and executive benefit strategies, as well as real estate consulting
Our firm is well capitalized and has been consistently profitable, with capital of $302 million, revenues totaling $510 million for fiscal 2011 and $59.1 billion in assets under management as of September 30, 2011, broken down as follows:
| Currency Management | $30.0 billion* |
| Advanced Strategies | $14.0 billion |
| Investment Advisory | $5.6 billion |
| Fixed Income | $3.8 billion |
| Private Equity | $3.3 billion |
| Commodities | $1.0 billion |
| US Value Equity | $0.6 billion |
| Institutional Real Estate – Multi-Manager | $0.3 billion |
| International Equity | $0.3 billion |
| Institutional Real Estate – Direct | $0.2 billion |
*Currency also advises internally on another $3.4 billion of client funds
For the past years our firm has remained committed to the defining characteristics and core values upon which it was founded.
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