OCIO Intelligence
Riskbridge Advisors, LLC logo

Riskbridge Advisors, LLC

NORWALK, CT

Form ADV and provider website profile · CRD 310396 · regulatory data as of Aug 28, 2026

CompareWebsite

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.

Direct Owners & Executives

Source: Form ADV
Llc Tomah ManagementManaging Member
Reported since
07/2020
Type
Domestic entity
Control person
Yes
Ownership
75% or more
Craig David PfeifferMember
Reported since
08/2020
Type
Individual
Control person
No
Ownership
5% but less than 10%
William Ross KennedyCeo, Cio, Cco
Reported since
07/2020
Type
Individual
Control person
Yes
Ownership
Less than 5%
Jonathan ZaffinoMember
Reported since
08/2020
Type
Individual
Control person
No
Ownership
5% but less than 10%

Indirect Ownership

Source: Form ADV
William Ross Kennedy

Individual

EntityTOMAH MANAGEMENT, LLCStatusMANAGING MEMBERReported since09/2019Ownership75% or moreControl personYes

Owners & Executives

Source: Form ADV
CD
Craig David Pfeiffer

Member

WR
William Ross Kennedy

Ceo, Cio, Cco

JZ
Jonathan Zaffino

Member

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives4

Indirect ownership records1

Regulatory statusSEC registered investment adviser

SEC registration dateOct 30, 2020

CRD number310396