BRIDGE33 INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$179M
Accounts
6
Employees
25
Advisory reps
6

Firm details

Headquarters
SEATTLE, Washington
CRD number
305580
Registered since
January 6, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bridge33 Investment Management LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2020. The firm is organized and operated around real estate investment strategies and functions primarily as the manager and sponsor of pooled investment vehicles. Its stated advisory activity is portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner and managing member for those vehicles. Bridge33 targets institutional clients and charges a mix of asset-based fees, performance fees and other fee arrangements. The firm does not market itself as an active ESG investor and is not identified as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JAHAN MOSLEHI

    CEO & Co-FounderCRD 4420110

Contacts

3 of 5
  • Andy Chien

    President, Co-FounderCRD 7170293

  • CARMEN DECKER

    EVPCRD 8244297

  • ARSHAD SULTAN

    Executive Vice PresidentCRD 4261347

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
601 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth