Good morning.

Tuesday, 6 May 2026 · Aldridge Family Office
Total AUM
$487.3M
USD · as of today
Weekly P&L
+$2.1M
trending_up +0.43% this week
Portfolio VaR 95%
$4.2M
1-day, 95% confidence
Cash Runway
14
months at current burn
Active risks 2 priority 3 elevated 4 watch
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Latest Briefing

Full briefing Generated Mon 5 May 2026 at 07:00
schedule Data is 1 day old. Consider regenerating before your IC meeting.

Portfolio remains defensively positioned. US equity concentration at 41% poses the primary drawdown risk given elevated rate uncertainty. PE capital calls of $6.2M due within 30 days require liquidity attention. Two new flags added since last week — see Risk Cockpit for full detail.

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Upcoming Events

Next 30 days
Date Description Amount
May 10 Blackstone PE VI — capital call −$2.4M
May 15 Vista Equity — distribution +$1.1M
May 22 KKR Infrastructure — capital call −$3.8M
May 28 T-bill maturity — Schwab +$5.0M
Jun 1 Apollo Credit — interest payment +$0.4M