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 an institutional registered investment adviser that works primarily with institutional clients. The firm is SEC-registered (2022) and organized as an LLC with ownership that includes a domestic entity and an individual. It positions itself as a capital allocator and provides portfolio management for businesses and institutions, selection of other advisers (subadvisers), and educational seminars and workshops. Compensation includes both a percentage-of-AUM fee and the ability to charge performance-based fees. Bridge Capital Advisors is not an active ESG investor and does not operate as a multistate adviser according to the filing.