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Badge Investment Partners LLC (Fort Lee)


Badge Investment Partners LLC is an investment adviser to an investment company based in Fort Lee. It manages $18.67 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New Jersey and North Carolina.

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Badge Investment Partners provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Badge Investment Partners: assets under management

The assets under management (AUM) of Badge Investment Partners LLC is $18.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 564% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Badge Investment Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Lee

The principal office where Badge Investment Partners LLC performs its advisory services is located at 400 Kelby Street, Fort Lee, NJ 07024, which is also the mailing address of the firm. An additional office of the firm is in Davidson, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-482-4860 or by fax 201-482-4834. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at badgecapital.com.


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