SourcingSourcing

FAIRBRIDGE ASSET MANAGEMENT LLC

C30
CRD 314538·SEC 801-127097·DARIEN, CT
AUM
$535.4M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRBRIDGE ASSET MANAGEMENT LLC
CRD
314538
SEC file #
801-127097
EIN
861632169
DBA names
—

Economics

AUM
$535.4M
AUM band
$500M-$1B
AUM trajectory
'23'26
$178.4M → $535.4M▲ +200%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
17
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'23'26
6 advisors → 7 advisors▲ +17%
Primary office
DARIEN CT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/fairbridge-asset-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FAIRBRIDGE ASSET MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
FAIRBRIDGE ASSET MANAGEMENT
DIGIROLAMO, ALEXIS, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001859330
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2021-04-28
Edgar Last Filing Date
2026-04-17
Edgar Form D Count
7
Edgar Form D Offerings
2026-04-172026-04-17 · 0001859330-26-000002
2025-04-182025-04-18 · 0001859330-25-000001
Edgar Former Names
RealFi Partners L.P.

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity8
E*trade4
Edgar Addresses
Mailing
330 POST ROADSUITE 230DARIEN, CT 06820
Business
330 POST ROADSUITE 230DARIEN, CT 06820
Edgar EIN
861632169
Edgar Recent Filings
D/A2026-04-17 · 0001859330-26-000002
D/A2025-04-18 · 0001859330-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
DIGIROLAMO, ALEXIS, A
Executive Officer · 2.5%
8010929
LETTERA, JOHN
Executive Officer · 2.5%
7372155
WALTER, BRIAN, THOMAS
Executive Officer · 2.5%
2509537
WISSAK, STEVEN
Executive Officer · 2.5%
7372156
BALBO, ANTHONY
Executive Officer · 2.5%
7372162