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OLD BRIDGE CAPITAL MANAGEMENT PRIVATE LIMITED
CRD 299571File 801-114703
APPROVED
Retail clients
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$224.4M
Below cohort median (national)
Discretionary AUM
$224.4M
Clients
222
264 accounts
Employees
9
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 8, 2019
- Principal office
- 1705, ONE BKC, C WING, G BLOCK, BKC, BANDRA (EAST), MUMBAI, 400051
- Phone
- 91-22-69459999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $224.4M
- Discretionary AUM
- $224.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 264
- Non-discretionary accounts
- 0
- Total accounts
- 264
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $42.4M |
| Pooled investment vehicles | 1 | $109.1M |
| Individuals (other than high net worth individuals) | 202 | $57.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 264 | 222 | decreased by42 |
| Jul 1, 2026 | Employees | 16 | 9 | decreased by7 |
| Jul 1, 2026 | Clients | 321 | 264 | decreased by57 |
| Jul 1, 2026 | AUM | $301,586,631 | $224,385,957 | decreased by$77,200,674 |
| Jul 1, 2026 | Accounts | 321 | 264 | decreased by57 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 16 | increased by7 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 368 | 321 | decreased by47 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $337,806,538 | $301,586,631 | decreased by$36,219,907 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 368 | 321 | decreased by47 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 9 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 317 | 368 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $345,380,600 | $337,806,538 | decreased by$7,574,062 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 317 | 368 | increased by51 |
| Jul 1, 2022 | Employees | 12 | 15 | increased by3 |
| Jul 1, 2022 | Clients | 344 | 317 | decreased by27 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OLD BRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLD BRIDGE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.