BRIDGEINVEST LLC

RIASEC RegisteredEst. 2020
Total AUM
$859M
Discretionary
$859M
100% of AUM
Avg account
$123M
Accounts
7
Employees
33
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
307343
Registered since
September 4, 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

Bridgeinvest LLC is an SEC-registered investment adviser organized as an LLC that operates as a real estate fund manager and sponsor. The firm’s advisory activity centers on portfolio management for pooled investment vehicles, and it serves principally institutional clients. Bridgeinvest functions as an investment adviser as well as a general partner/managing member of its pooled vehicles, collecting both percentage-of-AUM and performance-based fees (along with other fee arrangements). The firm is flagged as an active ESG investor, which indicates ESG considerations are part of its investment approach. Bridgeinvest is not positioned as a capital allocator to third-party managers; instead, it appears to run its own private real estate funds and related sponsor/GP activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Daniel Stahl

    Managing Director and Chief Compliance OfficerCRD 7269264

Contacts

1 of 1
  • RALPH HORN

    DirectorCRD 5136688

Wealth teams

FINTRX

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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth