Bridge Capital Advisors

RIASEC Registered
Total AUM
$725M
Discretionary
$725M
100% of AUM
Avg account
$80.6M
Accounts
9
Employees
3
Advisory reps
1

Firm details

Headquarters
Houston, Texas
CRD number
317554
Registered since
June 14, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies48.26%
  • Pooled Investment Vehicles27.58%
  • Banking / Thrift Institutions24.16%
Services
Portfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bridge Capital Advisors LLC is an institutional registered investment adviser that registered with the SEC in 2022. The firm operates as a capital allocator to institutional clients and combines in-house portfolio management for businesses and institutions with the selection of other advisers and educational workshops. Its client base is institutional, and its fee arrangements include both a percentage-of-assets component and performance-based fees. The firm does not identify as an active ESG investor and presents itself as a single-state adviser focused on institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 30%70%
  • Exchange Traded Equities70%
  • US Government Bonds30%

Owners & executives

1 of 1
  • John Robinson

    John Robinson

    Chief Executive OfficerCRD 2116630

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
5718 Westheimer Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth