{"url":"https://nivawealth.com/firms/old-bridge-capital-management-private-limited-299571","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299571","regulatoryAum":224385957,"crd":"299571","history":[{"filedOn":"2021-06-28","regulatoryAum":425684119,"clients":344,"employees":12,"offices":2},{"filedOn":"2022-06-28","regulatoryAum":345380600,"clients":317,"employees":15,"offices":2},{"filedOn":"2023-06-19","regulatoryAum":276881598,"clients":366,"employees":16,"offices":2},{"filedOn":"2024-06-21","regulatoryAum":337806538,"clients":368,"employees":9,"offices":2},{"filedOn":"2025-06-30","regulatoryAum":301586631,"clients":321,"employees":16,"offices":2},{"filedOn":"2026-06-24","regulatoryAum":224385957,"clients":264,"employees":9,"offices":2}],"secFileNumber":"801-114703","legalName":"Old Bridge Capital Management Private Limited","displayName":"Old Bridge Capital Management Private 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2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":452856.76470588235,"staff":{"employees":9,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":224385957,"discretionary":224385957,"discretionaryAccounts":264,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":50,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":202,"regulatoryAum":57649280},{"label":"High-net-worth individuals","clients":19,"regulatoryAum":42432065},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":109113139},{"label":"Other","clients":42,"regulatoryAum":15191473}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Axis Bank Limited","shortName":"Axis Bank Limited","location":"Mumbai","smaAssets":149568868}],"custodyNote":"Old Bridge Capital Management Private Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kenneth Andrade","title":"Founder, Director","crd":"7045849"},{"name":"Amit Jasani","title":"Director","crd":"7045850"},{"name":"Saaksha Mantoo","title":"Principal Officer and Fund Manager","crd":"7944015"},{"name":"Jyoti Moitra","title":"Compliance Officer","crd":"8125655"},{"name":"Ruchi Pandey","title":"Director","crd":"8125657"}],"ownership":[{"label":"Kenneth Andrade","detail":"Founder, director in the 75% or more ownership band and a control person, since December 2015."},{"label":"Amit Jasani","detail":"Director in the 5% to 10% ownership band and a control person, since December 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[{"city":"MUMBAI","country":"India","postalCode":"400001","street":"301, HIND RAJASTHAN CHAMBERS, 3RD FLOOR,","display":{"city":"MUMBAI","region":null,"postalCode":"400001","ruleVersion":"office-display-1"}}],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"912269459999","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":92},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"24 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/299571/PDF/299571.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Old Bridge Capital Management Private Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Old Bridge Capital Management Private Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Old Bridge Capital Management Private Limited use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Old Bridge Capital Management Private Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Old Bridge Capital Management Private Limited invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Old Bridge Capital Management Private Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Old Bridge Capital Management Private Limited get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Old Bridge Capital Management Private Limited?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"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 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."}