Allridge Wealth Management

Allridge Wealth Management

Allridge Wealth Management was founded in 2001 by a group of senior financial-services professionals. Jeffrey Applegate serves as Chief Investment Officer, bringing experience from roles as chief investment strategist at Lehman Brothers and Morgan Stanley, and president of the Morgan Stanley Trust Company. CEO James Bashaw, previously a managing director at Morgan Stanley, leads the firm's client advisory and business operations. The wealth origin of the client base is not publicly disclosed. The firm's investment strategy spans multiple asset classes, including public equities, fixed income, private markets, and real estate. Allridge favors concentrated portfolios of 25 to 35 stocks, selected through deep fundamental analysis. For private market exposure, the firm allocates to venture capital, private equity, and private credit, typically through fund commitments and select direct co-investments. Real estate allocations focus on income-producing commercial properties. Geographic coverage centers on North America, with selective exposure to developed international markets. The firm maintains a lean team of approximately 20 professionals. Its headquarters are in New York. Allridge positions itself as a multi-family office, providing investment management alongside estate planning, tax strategy, and philanthropic advisory. The firm has not been publicly associated with notable operational changes or personnel moves in the last 24 months. What distinguishes Allridge is its internal investment team, uncommon among multi-family offices that typically outsource asset management entirely. The firm's CIO directly constructs portfolios and selects individual securities, a structure more typical of an endowment or foundation. This gives clients direct access to the decision-maker, bypassing layers of intermediaries common at larger private banks.