Old Bridge Capital Management Private Limited is an SEC registered investment adviser. Its latest Form ADV filing, dated June 30, 2025, reports $302M in regulatory assets under management, 16 employees, 1 office, and 321 accounts.
Assets Under Management
$224M
Employees
9
Offices
1 office
Total Clients
264
Primary office
MUMBAI
1705, ONE BKC, C WING, G BLOCK, BKC, BANDRA (EAST), MUMBAI, India
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
202
2
COMPANIES AND LLPS
15.9%
42
3
HNWI
7.2%
19
4
Pooled Investment Vehicles
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of June 24, 2026
Discretionary100.0%
$224M
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.
Total AUM$224M
Total Accounts264
10Y AUM Change$-228M (-50.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee29:1
10Y Employee Change-1 (-10.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.