Old Bridge Capital Management Private Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Old Bridge Capital Management Private Limited reports 264 clients. They include 202 individual clients, 42 other clients and 19 high-net-worth individuals. Of its assets, 100.0% ($224M across 264 accounts) are managed with discretion. Of its clients, 50% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 26% |
| High-net-worth individuals | 7% | 19% |
| Pooled investment vehicles | <1% | 49% |
| Other | 16% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 202 | $57.6M | 25.7% | $285K |
| High-net-worth individuals | 19 | $42.4M | 18.9% | $2.23M |
| Pooled investment vehicles | 1 | $109M | 48.6% | $109M |
| Other | 42 | $15.2M | 6.8% | $362K |
| Total | 264 | $224M | 100% | $850K |
- Clients
- 202
- Regulatory AUM
- $57.6M
- AUM share
- 25.7%
- Avg. per client
- $285K
- Clients
- 19
- Regulatory AUM
- $42.4M
- AUM share
- 18.9%
- Avg. per client
- $2.23M
- Clients
- 1
- Regulatory AUM
- $109M
- AUM share
- 48.6%
- Avg. per client
- $109M
- Clients
- 42
- Regulatory AUM
- $15.2M
- AUM share
- 6.8%
- Avg. per client
- $362K
Total
- Clients
- 264
- Regulatory AUM
- $224M
- AUM share
- 100%
- Avg. per client
- $850K
- Clients outside the U.S.
- 50%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
Old Bridge Capital Management Private Limited is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Kenneth Andrade owns 75% or more of Old Bridge Capital Management Private Limited. It has 9 employees, 3 of them in advisory roles.
Leadership
- Kenneth AndradeFounder, Director
- Amit JasaniDirector
- Saaksha MantooPrincipal Officer and Fund Manager
- Jyoti MoitraCompliance Officer
- Ruchi PandeyDirector
Staff
- 9 employees
- 3 in advisory functions
- Owns 75% or more of Old Bridge Capital Management Private Limited
Kenneth Andrade
Control person · since December 2015
- Owns 5% to 10% of Old Bridge Capital Management Private Limited
Amit Jasani
Control person · since December 2015
Old Bridge Capital Management Private Limited’s regulatory assets fell from $426M (June 2021) to $224M (June 2026); clients fell from 344 to 264 and employees from 12 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $224M | 264 | 9 | 2 |
| June 2025 | $302M | 321 | 16 | 2 |
| June 2024 | $338M | 368 | 9 | 2 |
| June 2023 | $277M | 366 | 16 | 2 |
| June 2022 | $345M | 317 | 15 | 2 |
| June 2021 | $426M | 344 | 12 | 2 |
Besides its headquarters, Old Bridge Capital Management Private Limited has 1 office, with 2 listed addresses outside the U.S..
International offices
- 301, HIND RAJASTHAN CHAMBERS, 3RD FLOOR,, MUMBAI, 400001, India
Contact and registration details
- Legal name
- Old Bridge Capital Management Private Limited
- Headquarters
- 1705, One BKC, C Wing, G Block, BKC, Bandra (East), Mumbai, India 400051
- Website
- oldbridgecapital.com
- Phone
- 912269459999
- SEC file
- 801-114703
- Structure
- other (specify) organized in India
- Fiscal year end
- March
Old Bridge Capital Management Private Limited uses Axis Bank Limited ($150M) as custodian for its separately managed accounts. Old Bridge Capital Management Private Limited does not have custody of client assets.
- Axis Bank LimitedAxis Bank Limited · Mumbai · $150M100%
At year end, Old Bridge Capital Management Private Limited’s separately managed accounts were mostly in stocks (92%).
What the accounts hold
- Stocks92%
- Cash8%
How many clients does Old Bridge Capital Management Private Limited have?
Old Bridge Capital Management Private Limited has 264 clients and manages $224 million for them, as of June 2026. They include 202 individual clients, 42 other clients and 19 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026
What services does Old Bridge Capital Management Private Limited offer?
Old Bridge Capital Management Private Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Old Bridge Capital Management Private Limited use?
Old Bridge Capital Management Private Limited’s separately managed account assets are held at Axis Bank Limited (Mumbai), with $150M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026
How many financial advisors does Old Bridge Capital Management Private Limited have?
Old Bridge Capital Management Private Limited has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 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
What does Old Bridge Capital Management Private Limited invest in?
At the end of its last fiscal year, Old Bridge Capital Management Private Limited’s separately managed accounts held 92% exchange-traded equities and 8% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Old Bridge Capital Management Private Limited?
Old Bridge Capital Management Private Limited’s direct owners are Kenneth Andrade (75% or more) and Amit Jasani (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 June 2026
How does Old Bridge Capital Management Private Limited get paid?
Old Bridge Capital Management Private Limited 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
How do I contact Old Bridge Capital Management Private Limited?
Old Bridge Capital Management Private Limited’s main office is at 1705, One BKC, C Wing, G Block, BKC, Bandra (East), Mumbai, India 400051. Its phone number is 912269459999. Its website is oldbridgecapital.com.