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Woodbridge Capital Partners, LLC. (Santa Monica)


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.

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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.

Woodbridge Capital Partners: assets under management

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 firm manages $10.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $844.9 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

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.


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