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Burridge Group LLC

333 W. Wacker Drive
Chicago, Illinois 60606
United States
 
Contact :      Craig Horvath
Phone :       312-424-1148
Fax :             312-368-0055
Email :         chorvath@burridge.com
Web :           http://www.burridge.com

Burridge Group LLC Information

Type of organization :
Total Assets Managed ($Mil) : $1,268
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1986
Wrap Programs Offered? : Yes
# of Accounts Managed : 131
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Burridge Group LLC History

The Burridge Group Inc. was founded in 1986, managing mid to small cap core portfolios for institutional investors. Today, as The Burridge Group LLC (TBG), we are jointly owned by our employees and Affiliated Managers Group, Inc. supporting the investment decisions of our two divisions: Burridge Growth Partners and Sound Capital Partners. We believe in "The Collective Strength of Individual Management." We offer investment solutions through separate investment management divisions-each focusing on its area of expertise-to provide our clients with a wide array of investment alternatives and the kind of proven performance that comes only from intense specialization. We will continue to grow in the future by developing or acquiring additional portfolios focusing on different investment approaches. Key events in our firm's history are outlined below: April, 1986- Richard M. Burridge founds The Burridge Group Inc. with client accounts having a total asset value of $120 million. Mr. Burridge had served as Vice Chairman of Alliance Capital Management immediately prior to founding the firm. August, 1990-John H. Streur, Jr. joins TBG as Director of Marketing. December, 1996-Affiliated Managers Group purchases 55% of the firm, with 45% ownership remaining with Burridge employees. Substantially all assets and liabilities of The Burridge Group Inc. are transferred to The Burridge Group LLC. Mr. Streur is named President of TBG. August, 1997-Mr. Burridge becomes Chairman. John Streur becomes President and CEO. March, 1998- Nancy Prial joins the firm as Chief Investment Officer for Burridge Growth Partners, Division of The Burridge Group LLC. July, 1998-The firm acquires Seattle-based Sound Capital Partners, which becomes a division of TBG. February, 2000-Mr. Burridge retired. January, 2003 - PSG, Portfolio Services Group, a new division of The Burridge Group, was formed.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Burridge Group LLC Personnel

Mr.  Steve Dunn

Vice President
Tel : 617-342-3268
Email: sdunn@essexinvest.com

Ms.  Jennifer Fong

Client Contact
Tel : 617-342-3292
Email: jfong@essexinvest.com

Ms.  Nancy Prial

Portfolio Manager
Tel : 3124241134
Email: nprial@essexinvest.com
null

Ms.  Marcy Carlin

Researcher/Analyst
Tel : 3124241131
Email: mcarlin@essexinvest.com
null

Ms.  Jennifer Pinto

Researcher/Analyst
Tel : 3124241115
Email: jpinto@essexinvest.com
null

Ms.  Laura Ramsay

Researcher/Analyst
Tel : 3124241134
Email: lramsay@essexinvest.com
null

Ms.  Saralyn Sacks

Researcher/Analyst
Tel : 3124241124
Email: ssacks@essexinvest.com
null

Burridge Group LLC Product Name

Report Created: January,29 2020.  Copyright Money Manager Review , All rights Reserved.
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