ELDRIDGE SME ADVISERS

ELDRIDGE SME ADVISERS, LLC

CRD 334010 · SEC 801-131605

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

767 5TH AVENUE, 17TH FLOOR, NEW YORK, NY, 10153, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$200.9M

Discretionary AUM

$200.9M

Team

292 total employees; 110 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Pooled investment vehicles	2	$200.9M

States served

CA, GA, IL, NY, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD