SourcingSourcing

ELDRIDGE SME ADVISERS, LLC

C40
CRD 334010·SEC 801-131605·NEW YORK, NY
AUM
$200.9M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$603K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ELDRIDGE SME ADVISERS, LLC
CRD
334010
SEC file #
801-131605
EIN
—
DBA names
Eldridge Sme Advisers

Economics

AUM
$200.9M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
292
Advisory staff (per ADV)
110
Advisory staff (5-yr trend)
'25'26
8 advisors → 110 advisors▲ +1275%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
eldridge.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELDRIDGE CAPITAL MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ELDRIDGE CAPITAL MANAGEMENT, LLC
GILBERT, TODD, JUSTIN
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
ok
Rdap Domain
ELDRIDGE.COM
Rdap Domain Creation Date
1996-10-28T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
U.s. Bank4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-10-27T04:00:00Z
Rdap Domain Last Changed
2021-12-30T18:59:00Z
Rdap Nameservers
Ns-1341.awsdns-39.orgNs-141.awsdns-17.comNs-1621.awsdns-10.co.ukNs-694.awsdns-22.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
GILBERT, TODD, JUSTIN
Executive Officer · 2.5%
4374036
IVERSON, JEFFREY, CARTER
Executive Officer · 2.5%
5950763
MASCOLA, MARC, STEVEN
Executive Officer · 2.5%
8063266
MINELLA, ANTHONY, DAVID
Executive Officer · 2.5%
3093150
SANDLER, NICHOLAS, MARC
Executive Officer · 2.5%
8063268
TONER, JOSEPH, MICHAEL
Executive Officer · 2.5%
8063256