BRIDGE CAPITAL ADVISORS

RIASEC RegisteredEst. 2022

Total AUM

$687M

Discretionary

$500M

73% of AUM

Avg account

$98.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 317554
Registered since: June 14, 2022
Website: www.bridgecapitalglobal.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies50.92%
Banking / Thrift Institutions27.25%
Pooled Investment Vehicles21.82%
Services: Portfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bridge Capital Advisors is a limited liability company that specializes in portfolio management for businesses and institutions. Established in 2022, the firm is focused on providing tailored investment solutions and educational seminars to its clients. As a capital allocator, Bridge Capital Advisors emphasizes the selection of other advisers to enhance its investment strategies. The firm operates primarily within the institutional client base and employs a fee structure that includes a percentage of assets under management and performance-based fees.