Eldridge Investment Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Manchester, NH. Its latest Form ADV filing, dated March 26, 2026, reports $814M in regulatory assets under management, 8 employees, 1 office, and 997 accounts.
Top client segmentIndividuals represent 48.0% of total clients.
Top client categories% of clientsClients
1
Individuals
48.0%
330
2
HNWI
47.9%
329
3
Pension Plans
2.9%
20
4
Charitable
0.7%
5
5
Corporations
0.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$814Mas of March 26, 2026
Discretionary100.0%
$814M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$814M
Total Accounts997
10Y AUM Change+$492M (+152.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee86:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.