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Newbridge Financial Services

Newbridge Financial Services is an investment advisor in Boca Raton with $332.54M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260000441
SEC advisor number
801-68448
FINRA CRD number
130814
AUM ?
$332.54M (as of 15 Jul 21)
Accounts
1,245 (as of 15 Jul 21)
Employees
75 (45 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1364 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
$10.26M 72.51K
$6.38M 1.94K
$4.85M 6.26K
$3.65M 12.94K
$2.37M 9.88K
$2.31M 96.08K
$2.22M 7.09K
$2.18M 21.83K
$2.15M 10.38K
Starboard Invt TR
$2.11M 81.9K
$1.99M 55.81K
$1.63M 31.31K
$1.56M 7.09K
$1.41M 37.55K
$1.39M 13.54K
$1.33M 30.77K
$1.31M 3.66K
$1.3M 10.68K
$1.27M 4.18K
$1.2M 23.89K
$1.16M 9.99K
$1.15M 6.43K
$1.15M 338.55K
$1.15M 4.18K
$1.11M 2.47K
$1.1M 4.46K
$1.07M 792
$1.04M 4.77K
$1.02M 6K
$970K 6.49K
$953K 9.74K
$951K 35.2K
$949K 4.15K
$922K 7.73K
$894K 2.72K
$861K 5.82K
$839K 11.45K
$793K 2.34K
$784K 32.72K
$743K 1.29K
$734K 5.7K
$683K 19.23K
$674K 15.89K
$674K 4.17K
$671K 8.83K
$671K 1.51K
$652K 3.99K
$645K 1.61K
$644K 1.5K
$634K 10.78K
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings