Firm profile

ELDRIDGE SME ADVISERS

NEW YORK, NYCRD 334010Latest ADV March 31, 2026

Eldridge Sme Advisers is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $201M in regulatory assets under management, 292 employees, 9 offices, and 2 accounts.

Assets Under Management
$201M
Employees
292
Offices
9 offices
Total Clients
<5
Primary office
NEW YORK, NY
767 5TH AVENUE, 17TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOAnthony D. Minella
CCOJoseph M. Toner
CFOMarc S. Mascola

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$201Mas of March 31, 2026
Discretionary100.0%
$201M
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$201M
Total Accounts2
10Y AUM Change+$201M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees292
Clients per Employee0:1
10Y Employee Change+105 (+56.1%)

* 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.