Eldridge Sme Advisers, Llc
- Regulatory AUM
- $201M
- Discretionary
- $201M
- Clients
- 2
- Avg AUM / client
- $100M
- Accounts
- 2
- Employees
- 292
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $201M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boehly, Todd, Lawrence | Member | Nov 2014 (12y) | ≈ 23.73% – 100% via Nzc Capital Llc | |
| Bagshaw, Duncan, James | Authorized Person | Nov 2024 (2y) | Less than 5% | |
| Minella, Anthony, David | Authorized Person | Nov 2024 (2y) | Less than 5% | |
| Van Zilen, Renee, Debra | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eldridge Am Holdings Llc | Member | Jul 2024 | A | 75% or more |
| Eldridge Industries, Llc | Member | Nov 2017 | B | ≈ 56.25% – 100% via Eldridge Am Holdings Llc |
| Sbt Investors Llc | Member | Jan 2017 | B | ≈ 42.19% – 100% via Eldridge Industries, Llc |
| Nzc Capital Llc | Member | Dec 2014 | B | ≈ 31.64% – 100% via Sbt Investors Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Boehly, Todd, Lawrence: 75% – 100% of Nzc Capital Llc × 75% – 100% of Sbt Investors Llc × 75% – 100% of Eldridge Industries, Llc × 75% – 100% of Eldridge Am Holdings Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Eldridge Industries, Llc: 75% – 100% of Eldridge Am Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Sbt Investors Llc: 75% – 100% of Eldridge Industries, Llc × 75% – 100% of Eldridge Am Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Nzc Capital Llc: 75% – 100% of Sbt Investors Llc × 75% – 100% of Eldridge Industries, Llc × 75% – 100% of Eldridge Am Holdings Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 2.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗