BRIDGE INVESTMENT GROUP
Firm details
- Headquarters
- SANDY, Utah
- CRD number
- 159127
- Registered since
- October 19, 2011
- Website
- www.bridgeig.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles97.81%
- Other2.19%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bridge Investment Group is a privately held investment manager that combines fund sponsor activity with pooled-vehicle portfolio management. The firm targets institutional clients and operates across several product types, including real estate funds, hedge strategies, and securitized-asset vehicles. Its business lines include acting as a CPO/CTA and serving as sponsor, general partner, or managing member of pooled funds; it also maintains affiliations with broker-dealers and insurance companies. Compensation mixes percentage-of-AUM fees with performance-based fees, and the adviser does not identify as an active ESG investor. The firm is organized as an LLC and has been SEC-registered since 2011. Its classification on filings reflects a multifaceted fund manager approach rather than a single-strategy RIA, with explicit activity around pooled vehicle portfolio management and third-party fund sponsorship.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4Jared Forsgren
Chief Compliance Officer and Managing DirectorCRD 7357993
ADAM O'FARRELL
Chief Operating OfficerCRD 6186370
JONATHAN SLAGER
Chief Executive OfficerCRD 5989081
Contacts
1 of 1DEAN ALLARA
Vice ChairmanCRD 5989082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANDY, UT
SALT LAKE
Location
SANDY, UT
Headquartered in SANDY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 111 E Sego Lily Dr
- Time zone
- MT (UTC-7)
- Office locations
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