{ "crd_number": 155736, "slug": "eldridge-credit-advisers-llc-new-york-ny-155736", "primary_business_name": "ELDRIDGE CREDIT ADVISERS, LLC", "legal_name": "ELDRIDGE CREDIT ADVISERS, LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-02-06", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-13", "carried_forward": false, "raum_total": 8459507451.0, "raum_discretionary": 8459507451.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 292, "advisory_employees": 110, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "insurance_companies": { "raum": 0.0, "count": 1, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 6281053902.0, "count": 29 }, "corporations_other_businesses": { "raum": 0.0, "count": 1, "fewer_than_5": true }, "sovereign_wealth_foreign_official": { "raum": 2178453549.0, "count": 5 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CT", "FL", "GA", "IL", "NY", "TX" ], "websites": [ "https://eldridge.com", "https://linkedin.com/company/eldridgelinkedin" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155736", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/eldridge-credit-advisers-llc-new-york-ny-155736", "display_name": "Eldridge Credit Advisers, LLC", "summary": "Eldridge Credit Advisers, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.", "citation": "AdvisorCensus. Eldridge Credit Advisers, LLC (CRD 155736): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Eldridge Credit Advisers, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Eldridge Credit Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Eldridge Credit Advisers, LLC located?", "a": "Eldridge Credit Advisers, LLC's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 9 other offices (Schedule D, Section 1.F)." }, { "q": "Is Eldridge Credit Advisers, LLC registered with the SEC or a state?", "a": "Eldridge Credit Advisers, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 155736." }, { "q": "How much does Eldridge Credit Advisers, LLC manage?", "a": "Eldridge Credit Advisers, LLC reports $8,459,507,451 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary)." }, { "q": "How have Eldridge Credit Advisers, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Eldridge Credit Advisers, LLC: Regulatory assets under management: $3,561,879,788 in the October 2021 data and $8,459,507,451 in the October 2026 data, up 138%. Total employees: 34 in October 2021 and 292 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Eldridge Credit Advisers, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (29); sovereign wealth funds and foreign official institutions (5); insurance companies (1)." }, { "q": "Which custodians does Eldridge Credit Advisers, LLC use?", "a": "Eldridge Credit Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company, U.S. Bank National Association and UMB Bank as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Eldridge Credit Advisers, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155736" }, { "q": "What changed in Eldridge Credit Advisers, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 43 to 110. Changed its office addresses in Beverly Hills, CA. Added an office in Abu Dhabi. Added an office in London. Added an office in Miami, FL. Added an office in Singapore. Registered or notice-filed in FL, GA." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3561879788.0, "total_employees": 34, "filing_date": "2021-09-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4305831684.0, "total_employees": 39, "filing_date": "2022-03-29" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5631225387.0, "total_employees": 44, "filing_date": "2023-04-17" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7010315429.0, "total_employees": 46, "filing_date": "2024-06-24" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7706577337.0, "total_employees": 260, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 8459507451.0, "total_employees": 292, "filing_date": "2026-05-13" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 43 to 110.", "Changed its office addresses in Beverly Hills, CA.", "Added an office in Abu Dhabi.", "Added an office in London.", "Added an office in Miami, FL.", "Added an office in Singapore.", "Registered or notice-filed in FL, GA." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "State Street Bank and Trust Company", "name_as_filed": "STATE STREET BANK AND TRUST COMPANY", "affiliated": false }, { "name": "U.S. Bank National Association", "name_as_filed": "U.S. BANK NATIONAL ASSOCIATION", "affiliated": false }, { "name": "UMB Bank", "name_as_filed": "UMB BANK", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/eldridge-credit-advisers-llc-new-york-ny-155736.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 29, "fewer_than_5": false, "raum": 6281053902.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 1, "fewer_than_5": true, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 5, "fewer_than_5": false, "raum": 2178453549.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": true, "raum": 0.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155736", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }