Bennbridge Us LLC

BennBridge US LLC is a registered investment adviser established in 2019, specializing in tailored investment advisory services for institutional clients. As of December 31, 2023, the firm managed approximately $371 million in client assets. BennBridge US is a subsidiary of Bennelong Funds Management Group Pty Ltd, a private Australian firm that partners with investment managers globally. The firm's investment strategies focus on high active share, boutique investment solutions, with Skerryvore Asset Management LLP currently serving as a Participating Affiliate offering Emerging Market Equity strategies. Fees for institutional investors are negotiated case-by-case, typically outlined in offering memorandums or fund prospectuses. While not currently assessing performance-based fees, BennBridge US may consider such fees upon client request. The firm emphasizes risk management and discloses potential risks associated with its investment strategies, including equity investments, short sales, lack of diversification, non-U.S. investments, and cybersecurity risks. BennBridge US exercises investment discretion based on client agreements and internal policies, with a focus on maximizing client value. The firm maintains strict trade error procedures, reviews client accounts regularly, and has a comprehensive Code of Ethics to govern employee conduct. BennBridge US prioritizes client privacy and information security, with robust safeguards in place. The firm does not share personal information for marketing purposes and complies with privacy regulations. Clients are encouraged to review the firm's Privacy Policy and can contact BennBridge US for any privacy-related inquiries.