Bridge City Capital, LLC

RIASEC Registered

Total AUM

$355M

Discretionary

$352M

99% of AUM

Avg account

$8.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Lake Oswego, Oregon
CRD number: 148828
Registered since: May 11, 2015
Website: www.bridgecitycap.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government66.91%
Charitable Organizations11.64%
HNWI7.82%
Investment Companies7.1%
Corporations / Businesses5.8%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bridge City Capital, LLC is an institutional registered investment adviser that has been SEC registered since 2015. The firm is organized as a limited liability company with individual ownership and serves both individual/family clients and institutional clients. Its advisory model centers on fee-based portfolio management (percentage of AUM) across a range of client structures: individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. The firm identifies itself as an active ESG investor and does not operate as a capital allocator.