Allridge Wealth Management

Jeffrey Applegate, the firm's Chief Investment Officer, is responsible for all investment strategy and asset allocation decisions. He previously served as chief investment strategist at Lehman Brothers and Morgan Stanley, and was president of the Morgan Stanley Trust Company. Applegate personally oversees the firm's concentrated equity portfolios and the selection of external private market managers.

Allridge operates as a multi-family office, serving multiple wealthy families and individuals. The firm provides investment management, estate planning, tax advisory, and philanthropic services. Unlike many multi-family offices that outsource investment management, Allridge runs an internal investment team that directly manages client portfolios.

Allridge runs concentrated equity portfolios containing 25 to 35 individual stocks. The firm builds these portfolios through in-house fundamental research. The concentrated structure aims to generate alpha through high-conviction positions rather than broad market replication, a strategy consistent with Applegate's background as a Wall Street chief investment strategist.

For private markets, Allridge primarily invests through fund commitments to venture capital, private equity, and private credit managers. The firm may also pursue select direct co-investments alongside its fund managers when suitable opportunities arise. Public equity and fixed income investments are managed directly by the internal team.

Allridge provides philanthropic advisory services as part of its multi-family office offering, helping clients structure charitable giving and manage donor-advised funds. The firm does not publicly operate a separate affiliated foundation. Philanthropic assets are client-directed and held in structures the clients establish, not commingled with the firm's own balance sheet.