Riskbridge Advisors, LLC
NORWALK, CT
Form ADV and provider website profile · CRD 310396 · regulatory data as of Aug 28, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Riskbridge Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$898MReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
293Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$540MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$359MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$898MTotal Firm AUM
$540MDiscretionary AUM
$359MNon-discretionary AUM
293Total accounts
290Discretionary accounts
3Non-discretionary accounts
Client Mix by Firm AUM
$898MFirm AUM
High-Net-Worth42.2%
Insurance companies38.7%
Individuals7.3%
Other investment advisers5.3%
Corporations3.4%
Charities2.8%
Retirement Plans0.3%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth42.2%
59 clients$379M firm assets
Insurance companies38.7%
1 clients$348M firm assets
Individuals7.3%
218 clients$65M firm assets
Other investment advisers5.3%
1 clients$47M firm assets
Corporations3.4%
7 clients$31M firm assets
Charities2.8%
5 clients$25M firm assets
Retirement Plans0.3%
2 clients$3M firm assets
Reported total293 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $379M | 59 | 42.2% |
| Insurance companies | $348M | 1 | 38.7% |
| Individuals | $65M | 218 | 7.3% |
| Other investment advisers | $47M | 1 | 5.3% |
| Corporations | $31M | 7 | 3.4% |
| Charities | $25M | 5 | 2.8% |
| Retirement Plans | $3M | 2 | 0.3% |
| Reported total | $898M | 293 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…