CAPRIDGE ADVISORS

CAPRIDGE ADVISORS is an SEC-registered investment adviser (CRD 330404). Regulatory assets under management: $6.5M.

Registration

• CRD: 330404
• Type: Registered investment adviser
• Phone: 484-380-5748
• Latest filing: 2026-01-21
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330404 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search