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White Ridge Investment Advisors LLC (New York)


White Ridge Investment Advisors LLC is a large advisory firm based in New York. It manages $56.54 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

White Ridge Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

White Ridge Investment Advisors: assets under management

The assets under management (AUM) of White Ridge Investment Advisors LLC is $56.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.54 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White Ridge Investment Advisors LLC 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.

Based in New York

The principal office where White Ridge Investment Advisors LLC performs its advisory services is located at One Bryant Park, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-855-5000 or by fax 212-378-7236. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday.


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