Overview
Assets Under Management: $1.1 billion
Frequently Asked Questions
ISLANDBRIDGE CAPITAL LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312174), ISLANDBRIDGE CAPITAL LIMITED is subject to fiduciary duty under federal law.
According to their SEC Form ADV, ISLANDBRIDGE CAPITAL LIMITED offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ISLANDBRIDGE CAPITAL LIMITED manages $1.1 billion in client assets according to their SEC filing dated April 02, 2025.
According to their SEC Form ADV, ISLANDBRIDGE CAPITAL LIMITED serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.61
Total Client Accounts: 26
Discretionary Accounts: 11
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 312174
Filing ID: 1956214
Last Filing Date: 2025-04-02 05:23:00
Website: https://ib-capital.com