Bridge Alternatives Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Lake Forest, Illinois
CRD number
298625
Registered since
June 19, 2019

Firm profile

FINTRX

Overview

Bridge Alternatives Securities, LLC is organized as a limited liability company and is registered with the SEC since 2019. The firm is classified as a placement agent and is owned by an individual. Its regulatory filings identify it as an intermediary rather than a capital allocator. Available profile fields indicate the firm does not present itself as an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or related adviser. The record also marks it as not a newly formed adviser. Publicly listed profile items do not include detail on the firm's client base, fee schedules, specific business or advisory activities, or affiliations. That limited disclosure suggests Bridge Alternatives Securities operates in a referral/placement capacity with minimal publicly reported client- or product-level information.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sharon Jones

    Sharon Jones

    Chief Compliance OfficerCRD 3124470

Contacts

3 of 5
  • Ryan Duncan

    Ryan Duncan

    Managing Partner and Co-FounderCRD 4548906

  • Michael Kennedy

    Michael Kennedy

    PartnerCRD 2461112

  • Keith Johnson

    Keith Johnson

    Managing DirectorCRD 2528355

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Forest, IL

Lake

Location

Lake Forest, IL

Headquartered in Lake Forest, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
840 S Waukegan Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth