Old Bridge Capital Management Private Limited (Mumbai)

Name: Old Bridge Capital Management Private Limited
Address: 101,103,110 Keshava, E Block, Bandra Kurla Complex, Mumbai, 400051
Telephone: 91-22-62449191

Old Bridge Capital Management Private Limited is an adviser based in Mumbai. It manages $464.57 million of regulatory assets for 644 client accounts. It has been registered with the SEC as an adviser since 2019.

Old Bridge Capital Management Private Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and investment research. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Old Bridge Capital Management Private Limited: assets under management

The assets under management (AUM) of Old Bridge Capital Management Private Limited is $464.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and $464.18 million of the total AUM is attributable to clients outside of the United States.

The firm manages $464.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $721.38 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Old Bridge Capital Management Private Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Amit Jasani serves?

The firm provides services to individuals, other investment advisers, high net worth individuals, and pooled investment vehicles. The largest group of clients of Amit Jasani is pooled investment vehicles with 1 clients and $224 million of assets under management. Among the 13 most similar advisory firms, Old Bridge Capital Management Private Limited has the 6th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $427.37 million for 542 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 75% of the firm’s clients are foreign persons or businesses.

Old Bridge Capital Management Private Limited doesn't advise any private funds.

Careers at Old Bridge Capital Management Private Limited

The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Amit Jasani has been acting as President since 1 Dec 2015. Gauri Anand joined the executive team most recently as the Investment Analyst.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Andrade	Founder, director & chief investment officer	1 Dec 2015	75% - 100%	7045849
Amit Jasani	Director	1 Dec 2015	Other	7045850
Gealgeo Alankara	Director & chief compliance officer	1 Mar 2017	Other	7045852
Ruchi Pandey	Product & business development	1 Nov 2017	Other	7045853
Rupanjana Sur	Investment analysis	1 Nov 2017	Other	7045932
Gauri Anand	Investment analyst	1 Mar 2018	Other	7045855
Sanjay Dam	Investment analyst	1 Mar 2018	Other	7045856

Based in Mumbai

The principal office where Old Bridge Capital Management Private Limited performs its advisory services is located at 101,103,110 Keshava, E Block, Bandra Kurla Complex, Mumbai, 400051, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 91-22-62449191. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at oldbridgecapital.com/home and its LinkedIn profile.