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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

ELDRIDGE SME ADVISERS

ELDRIDGE SME ADVISERS, LLC, CRD 334010

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:686e5a17-e3f9-b2b3-f7fc-5bc9cc8cde05

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 2
Observed: Nov 11, 2024 to May 13, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Eldridge Sme Advisers

Private equity manager · shared crd

Independent Sponsorsidentity

Eldridge Sme Advisers

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $201MItem 5.F on the latest filing (2026-05-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $201M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 292
Advisory employees: 110
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $23.3M
SEC number: 801-131605
CIK: 2084736
CRD: 334010
Filings on the tape: 5
First filed: Nov 11, 2024
Latest filed: May 13, 2026
Organised: Limited Liability Company, DE
Website: eldridge.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Bagshaw, Duncan, James	AUTHORIZED PERSON	Na	yes	11/2024	Nov 11, 2024	Nov 11, 2024
BOEHLY, TODD, LAWRENCE	Member	E	yes	11/2014	Nov 11, 2024	Nov 11, 2024
ELDRIDGE AM HOLDINGS LLC	Member	E	yes	07/2024	Nov 11, 2024	Nov 11, 2024
ELDRIDGE INDUSTRIES, LLC	Member	E	yes	11/2017	Nov 11, 2024	Nov 11, 2024
MINELLA, ANTHONY, DAVID	AUTHORIZED PERSON	Na	yes	11/2024	Nov 11, 2024	Nov 11, 2024
NZC CAPITAL LLC	Member	E	yes	12/2014	Nov 11, 2024	Nov 11, 2024
SBT INVESTORS LLC	Member	E	yes	01/2017	Nov 11, 2024	Nov 11, 2024
VAN ZILEN, RENEE, DEBRA	CHIEF COMPLIANCE OFFICER	Na	no	11/2024	Nov 11, 2024	Nov 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PANAGRAM STRUCTURED ASSET MANAGEMENT, LLC	n/a	Institutional manager	$11B	N	yes	n/a
MARANON CAPITAL, L.P.	n/a	Asset manager	$8.5B	N	yes	n/a
CAIN INTERNATIONAL ADVISERS LIMITED	n/a	Other adviser	$2.8B	N	yes	n/a
PANAGRAM CAPITAL CORPORATION ADVISER, LLC	n/a	Former SEC adviser	$263M	N	yes	n/a
CAIN INTERNATIONAL MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
CLEARCOVER INC.	n/a	n/a	n/a	N	yes	n/a
CLEARCOVER INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
EVERLY LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
FIRST SECURITY BENEFIT LIFE ASSURANCE AND ANNUITY COMPANY OF NEW YORK	n/a	n/a	n/a	N	yes	n/a
JOHNSTONE BROKERAGE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
PIP GENERAL PARTNER, LLC	n/a	n/a	n/a	N	yes	n/a
SECURITY BENEFIT LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
SECURITY DISTRIBUTORS, LLC	n/a	n/a	n/a	N	yes	n/a
SIXTH AVENUE REINSURANCE CORPORATION	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BEVERLY HILLS	CA	United States	1	no
Greenwich	Ct	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$201M	$201M	292	110	9	2	n/a
2024	Jan 22, 2025	$0	$0	187	8	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$201M	$0	n/a	n/a	n/a	292	187	9	2

Relationships

Affiliated with (4)

→ ELDRIDGE CREDIT ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CAIN INTERNATIONAL ADVISERS LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ ELDRIDGE STRUCTURED CREDIT ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ PANAGRAM CAPITAL CORPORATION ADVISER, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (7)

← BOEHLY, TODD, LAWRENCEOwnerMEMBER, ownership code E, individual
Nov 11, 2024 to Nov 11, 2024factForm ADV
← MINELLA, ANTHONY, DAVIDOwnerAUTHORIZED PERSON, ownership code NA, individual
Nov 11, 2024 to Nov 11, 2024factForm ADV
← Bagshaw, Duncan, JamesOwnerAUTHORIZED PERSON, ownership code NA, individual
Nov 11, 2024 to Nov 11, 2024factForm ADV
← ELDRIDGE AM HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Nov 11, 2024 to Nov 11, 2024factForm ADV
← ELDRIDGE INDUSTRIES, LLCOwnerMEMBER, ownership code E, domestic entity
Nov 11, 2024 to Nov 11, 2024factForm ADV
← NZC CAPITAL LLCOwnerMEMBER, ownership code E, domestic entity
Nov 11, 2024 to Nov 11, 2024factForm ADV
← SBT INVESTORS LLCOwnerMEMBER, ownership code E, domestic entity
Nov 11, 2024 to Nov 11, 2024factForm ADV

Owns (1)

← VAN ZILEN, RENEE, DEBRAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 11, 2024 to Nov 11, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 11, 2024
First Form ADV filing
Eldridge Sme Advisers filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2026
Eldridge Sme Advisers reported 9 offices beyond its principal office, up from 3 (2025-06-13 to 2026-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:686e5a17-e3f9-b2b3-f7fc-5bc9cc8cde05
First observed: Nov 11, 2024
Last observed: May 13, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELDRIDGE SME ADVISERS

ELDRIDGE SME ADVISERS, LLC, CRD 334010

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:686e5a17-e3f9-b2b3-f7fc-5bc9cc8cde05

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bagshaw, Duncan, James

AUTHORIZED PERSON

yes

11/2024

Nov 11, 2024

BOEHLY, TODD, LAWRENCE

Member

yes

11/2014

Nov 11, 2024

ELDRIDGE AM HOLDINGS LLC

Member

yes

07/2024

Nov 11, 2024

ELDRIDGE INDUSTRIES, LLC

Member

yes

11/2017

Nov 11, 2024

MINELLA, ANTHONY, DAVID

AUTHORIZED PERSON

yes

11/2024

Nov 11, 2024

NZC CAPITAL LLC

Member

yes

12/2014

Nov 11, 2024

SBT INVESTORS LLC

Member

yes

01/2017

Nov 11, 2024

VAN ZILEN, RENEE, DEBRA

CHIEF COMPLIANCE OFFICER

11/2024

Nov 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PANAGRAM STRUCTURED ASSET MANAGEMENT, LLC

n/a

Institutional manager

$11B

yes

n/a

MARANON CAPITAL, L.P.

n/a

Asset manager

$8.5B

yes

n/a

CAIN INTERNATIONAL ADVISERS LIMITED

n/a

Other adviser

$2.8B

yes

n/a

PANAGRAM CAPITAL CORPORATION ADVISER, LLC

n/a

Former SEC adviser

$263M

yes

n/a

CAIN INTERNATIONAL MANAGEMENT LIMITED

n/a

yes

n/a

CLEARCOVER INC.

n/a

yes

n/a

CLEARCOVER INSURANCE COMPANY

n/a

yes

n/a

EVERLY LIFE INSURANCE COMPANY

n/a

yes

n/a

FIRST SECURITY BENEFIT LIFE ASSURANCE AND ANNUITY COMPANY OF NEW YORK

n/a

yes

n/a

JOHNSTONE BROKERAGE SERVICES, LLC

n/a

yes

n/a

PIP GENERAL PARTNER, LLC

n/a

yes

n/a

SECURITY BENEFIT LIFE INSURANCE COMPANY

n/a

yes

n/a

SECURITY DISTRIBUTORS, LLC

n/a

yes

n/a

SIXTH AVENUE REINSURANCE CORPORATION

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BEVERLY HILLS

United States

Greenwich

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$201M

292

110

n/a

2024

Jan 22, 2025

187

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$201M

n/a

292

187