{"url":"https://nivawealth.com/firms/digitalbridge-investment-management-290954","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290954","regulatoryAum":61100086841,"crd":"290954","secFileNumber":"801-112207","legalName":"Digitalbridge Investment Management, LLC","displayName":"Digitalbridge Investment Management","website":"http://www.digitalbridge.com","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"750 Park of Commerce Drive, Suite 210","city":"Boca Raton","state":"FL","stateName":"Florida","country":"United States","postalCode":"33487"},"tradeNames":[],"registration":{"secApproved":"20 December 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":285,"advisory":157,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":60668797336,"discretionaryAccounts":84,"nonDiscretionary":431289505,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":50,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":59,"regulatoryAum":55106360915},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":347839402},{"label":"Other","clients":26,"regulatoryAum":5645886524}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Morgan Stanley & Co. LLC","shortName":"Morgan Stanley","location":"New York, NY","smaAssets":702522740}],"custodyNote":"Digitalbridge Investment Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Marc Ganzi","title":"Chief Executive Officer","crd":"6881359"},{"name":"Jeffrey Ginsberg","title":"Vice President","crd":"1536668"},{"name":"Geoffrey Goldschein","title":"Vice President, Secretary and General Counsel","crd":"6301581"},{"name":"Benjamin Jenkins","title":"President","crd":"2378809"},{"name":"Thomas Mayrhofer","title":"Vice President, Treasurer and Chief Financial Officer","crd":"7092115"},{"name":"Liam Stewart","title":"Chief Operating Officer and Vice President","crd":"7946164"},{"name":"Kristen Whealon","title":"Chief Compliance Officer","crd":"3105081"}],"ownership":[{"label":"Digitalbridge Management Holdings, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since July 2020."},{"label":"Digitalbridge Investment Holdco, LLC","detail":"Indirect owner: a owner, digitalbridge digital im holdco, llc of Digitalbridge Digital Im Holdco, LLC in the 75% or more band and a control person, since April 2015.","parent":"Digitalbridge Digital Im Holdco, LLC"},{"label":"Digitalbridge Op Subsidiary, LLC","detail":"Indirect owner: a owner, digitalbridge investment holdco, llc of Digitalbridge Investment Holdco, LLC in the 75% or more band and a control person, since April 2015.","parent":"Digitalbridge Investment Holdco, LLC"},{"label":"Digitalbridge Operating Company, LLC","detail":"Indirect owner: a owner, digitalbridge op subsidiary, llc of Digitalbridge Op Subsidiary, LLC in the 75% or more band and a control person, since April 2015.","parent":"Digitalbridge Op Subsidiary, LLC"},{"label":"Digitalbridge Group, Inc.","detail":"Indirect owner: a owner, digitalbridge operating company, llc of Digitalbridge Operating Company, LLC in the 75% or more band and a control person, since January 2017.","parent":"Digitalbridge Operating Company, LLC"},{"label":"Digitalbridge Digital Im Holdco, LLC","detail":"Indirect owner: a owner, digitalbridge management holdings, llc and digitalbridge im manager, llc of Digitalbridge Management Holdings, LLC in the 75% or more band and a control person, since July 2020.","parent":"Digitalbridge Management Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":9,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"555 S Flower Street","city":"Los Angeles"}]},{"state":"Colorado","offices":2,"addresses":[{"street":"2000 S Colorado BLVD","city":"Denver"},{"street":"535 E Hyman, #201","city":"Aspen"}]},{"state":"Florida","offices":1,"addresses":[{"street":"750 Park of Commerce Drive, Suite 210","city":"Boca Raton","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"590 Madison Avenue","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-544-7475","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":38},{"label":"Other","percent":62,"detail":"Private Equity Or Infrastructure Single Investor Funds."}],"privateFunds":59},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290954/PDF/290954.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Digitalbridge Investment Management have?","answer":"Digitalbridge Investment Management has 86 clients and manages $61.1 billion for them, as of June 2026. They include 59 pooled investment vehicles, 26 other clients and 1 sovereign wealth funds and foreign official institutions.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Digitalbridge Investment Management offer?","answer":"Digitalbridge Investment Management provides portfolio management for pooled vehicles and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Digitalbridge Investment Management use?","answer":"Digitalbridge Investment Management’s separately managed account assets are held at Morgan Stanley & Co. LLC (New York, NY), with $702,522,740. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Digitalbridge Investment Management have?","answer":"Digitalbridge Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 285 employees, and 157 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Digitalbridge Investment Management invest in?","answer":"At the end of its last fiscal year, Digitalbridge Investment Management’s separately managed accounts held 62% private equity or infrastructure single investor funds. and 38% exchange-traded equities. It advises 59 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Digitalbridge Investment Management?","answer":"Digitalbridge Investment Management is owned through a chain of holding companies by Digitalbridge Group, Inc. Its direct owner is Digitalbridge Management Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Digitalbridge Investment Management get paid?","answer":"Digitalbridge Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}