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Vanbridge
Vanbridge is an insurance intermediary for alternative asset managers, run by managing principal Philip Moyles from New York.
Vanbridge
Vanbridge was founded to serve the distinct risk-management needs of alternative asset managers, a cohort Moyles and his team believed was underserved by traditional insurance brokers. The firm operates from its New York headquarters and fields the managing-principal trio of Moyles, Mitchell Smith, and Scott Guiliana. Its advisory model treats insurance as a strategic asset class, integrating coverage into the broader capital-planning and estate structures of general partners, portfolio-company executives, and the underlying operating businesses they control. Vanbridge deploys its expertise across two named divisions. Alternative Asset Management Services & Insurance Capital Solutions structures property-and-casualty programs, director-and-officer liability, and bespoke risk-transfer solutions for private-equity firms and hedge funds. Life Capital & Executive Benefits designs premium-financed life insurance, split-dollar arrangements, and annuity programs that serve as retention tools for key executives and liquidity vehicles for families. The firm publishes insight pieces on annuity trends and executive retention strategies for the RIA channel, signaling a distribution effort beyond direct relationship-based placement. Three managing principals lead Vanbridge, reflecting a partnership structure rather than a concentrated founder-owner model. The firm’s contact footprint identifies a single US office in Manhattan, though it describes a nationwide client presence. Vanbridge’s most recent dated output — a December 2025 note on annuity trends — suggests an active RIA-strategy effort under senior vice president Matt Cross, who was featured in the piece. What separates Vanbridge from a standard independent brokerage is its deliberate vertical specialization. The firm commits exclusively to alternative asset managers and the individuals inside them, building placement relationships and structuring capabilities that generalist houses rarely maintain. This vertical focus creates a repeatable sourcing model: one general partner’s director-and-officer renewal often surfaces the private-wealth insurance needs of the same partnership group, making Vanbridge a de facto embedded insurance office for the firms it represents.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
1140 Avenue of the Americas, 8th FL, New York, NY 10036
Principals
Philip V. Moyles, Jr.
Managing Principal and CEO
Mitchell K. Smith
Managing Principal
Scott Guiliana
Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Vanbridge?
Vanbridge is not an investment manager; it is an insurance brokerage and capital-solutions firm. Decision-making on client engagements rests with the three managing principals: CEO Philip Moyles, Mitchell Smith, and Scott Guiliana. Each brings a distinct discipline — property-and-casualty, life insurance, and capital markets — to the firm’s two operating divisions.
Is Vanbridge structured as a family office or does it operate more like a specialized intermediary?
Vanbridge is a specialized insurance intermediary that serves alternative asset managers and their principals. It does not manage a family’s balance sheet, nor does it operate as a multi-family office. The executive-benefits program can resemble family-office-style planning — especially around estate, philanthropic, and wealth-transfer structures — but the firm’s core is brokerage and advisory placement.
Does Vanbridge participate in fund commitments or only direct deals?
Vanbridge does not make fund commitments. It provides insurance placement and structuring services to private-equity firms, hedge funds, and their executives. The firm designs insurance programs that can serve as strategic capital tools — for instance, funding buy-sell agreements or executive retention — but it takes no principal investment positions in funds.
Which sectors does Vanbridge explicitly avoid?
Vanbridge’s published materials do not list excluded sectors. The firm positions itself as serving the alternative-asset-management community broadly, but its narrow client focus means it effectively avoids mass-market consumer insurance, standard middle-market commercial placements, and sectors where no general-partner relationship exists.
How does Vanbridge source its client engagements?
Vanbridge sources through direct relationships with general partners and portfolio-company executives, leveraging its managing principals’ networks across private equity and hedge funds. The firm maintains a national US presence from a single New York office and publishes market commentary aimed at RIAs and advisors who themselves refer alternative-asset clients, creating a secondary distribution channel.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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