{
  "crd_number": 334010,
  "slug": "eldridge-sme-advisers-new-york-ny-334010",
  "primary_business_name": "ELDRIDGE SME ADVISERS",
  "legal_name": "ELDRIDGE SME 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": "2025-02-14",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-13",
  "carried_forward": false,
  "raum_total": 200880106.0,
  "raum_discretionary": 200880106.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 292,
  "advisory_employees": 110,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 200880106.0,
      "count": 2
    }
  },
  "compensation_types": [
    "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/334010",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/eldridge-sme-advisers-new-york-ny-334010",
  "display_name": "Eldridge SME Advisers",
  "summary": "Eldridge SME Advisers is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.",
  "citation": "AdvisorCensus. Eldridge SME Advisers (CRD 334010): 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"
  ],
  "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 SME Advisers compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eldridge SME Advisers reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Eldridge SME Advisers located?",
      "a": "Eldridge SME Advisers' 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 SME Advisers registered with the SEC or a state?",
      "a": "Eldridge SME Advisers is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334010."
    },
    {
      "q": "How much does Eldridge SME Advisers manage?",
      "a": "Eldridge SME Advisers reports $200,880,106 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Eldridge SME Advisers' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Eldridge SME Advisers: Regulatory assets under management: $0 in the October 2025 data and $200,880,106 in the October 2026 data. Total employees: 187 in October 2025 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 SME Advisers serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Eldridge SME Advisers 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/334010"
    },
    {
      "q": "What changed in Eldridge SME Advisers' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 110. Regulatory assets under management went from $0 to $200,880,106. Changed its office addresses in Greenwich, CT. Added an office in Abu Dhabi. Added an office in Atlanta, GA. Added an office in London. Added an office in Miami, FL. Added an office in Plano, TX. Added an office in Singapore. Registered or notice-filed in FL, GA, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 187,
      "filing_date": "2025-06-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 200880106.0,
      "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 8 to 110.",
        "Regulatory assets under management went from $0 to $200,880,106.",
        "Changed its office addresses in Greenwich, CT.",
        "Added an office in Abu Dhabi.",
        "Added an office in Atlanta, GA.",
        "Added an office in London.",
        "Added an office in Miami, FL.",
        "Added an office in Plano, TX.",
        "Added an office in Singapore.",
        "Registered or notice-filed in FL, GA, TX."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/eldridge-sme-advisers-new-york-ny-334010.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 200880106.0
    }
  ],
  "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/334010",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}