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.

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.

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.

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.

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.