ELDRIDGE INVESTMENT ADVISORS INC
B53
CRD 106380·SEC 801-42161·MANCHESTER, NH
AUM
$814.3M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $407.5M
'21 · $499.4M
'22 · $565.6M
'23 · $667.1M
'25 · $790.9M
'26 · $814.3M
'20'26
$407.5M → $814.3M▲ +100%
Client mix
| Individuals Other | 330 |
| Individuals High Net Worth | 329 |
| Pension Profit Sharing Plans | 20 |
| Charitable Organizations | 5 |
| Corporations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 9 advisors
'22 · 9 advisors
'23 · 8 advisors
'25 · 8 advisors
'26 · 8 advisors
'20'26
9 advisors → 8 advisors▼ -11%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Recent Filings
13F-HR2026-04-28 · 0002056079-26-000002
13F-HR2026-01-29 · 0002056079-26-000001