East Bridge Capital Management LP (Boston)

East Bridge Capital Management LP is a large advisory firm based in Boston. It manages $1.98 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Massachusetts.

East Bridge Capital Management 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.

East Bridge Capital Management: assets under management

The assets under management (AUM) of East Bridge Capital Management LP is $1.98 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 223% since the beginning of its operation, and $14.74 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.98 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $395.79 million each.

East Bridge Capital Management has custody of $1.98 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay East Bridge Capital Management LP 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.

What kind of clients East Bridge Capital Management serves?

The only and largest group of clients of East Bridge Capital Management is pooled investment vehicles with 5 clients and $1.98 billion of assets under management. Among the 11 most similar advisory firms, East Bridge Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.98 billion for 5 clients. 60% of the firm’s clients are foreign persons or businesses.

East Bridge Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at East Bridge Capital Management LP

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vikram Singh Deswal	Principal	1 Sep 2011	75% - 100%	4981172
Sherri Ann Pelski	Chief compliance officer & chief financial officer	1 Sep 2011	Other	1851857
Shakeeb Adnan Alam	Principal	1 Sep 2011	Other	6215139
Llc East Bridge Capital Management	General partner	1 Mar 2015	Other	47-3468480
Shakeeb Adnan Alam	Principal and chief compliance officer	1 Aug 2015	Other	6215139
Cory Jon Pavlik	Chief compliance officer & chief financial officer	1 Sep 2015	Other	5408305

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Vikram Singh Deswal	Managing member	1 Mar 2015	75% - 100%	4981172

Based in Boston

The principal office where East Bridge Capital Management LP performs its advisory services is located at One Financial Center, Boston, MA 02111, 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 617-449-5992 or by fax 617-507-0571. The normal business hours are 9a.m. - 4p.m. on Monday - Friday.