Woodbridge Capital Partners, LLC. is an internet adviser based in Santa Monica. It manages $10.14 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2002.
Woodbridge Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Woodbridge Capital Partners, LLC. is $10.14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Woodbridge Capital Partners, LLC. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Woodbridge Capital Partners, LLC. performs its advisory services is located at 100 Wilshire Blvd, Santa Monica, CA 90401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-752-1430 or by fax 310-752-1431. The normal business hours are 6:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.woodbridgecapitalpartners.com.