Bridgepoint LLC

RIASEC RegisteredEst. 2022
Total AUM
$24.2B
Discretionary
$199M
1% of AUM
Avg account
$403M
Accounts
60
Employees
21
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
322260
Registered since
July 15, 2022
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Bridgepoint LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm targets institutional clients rather than retail households and operates under a fee arrangement categorized as "Other." It is not positioned as a general capital allocator; instead, Bridgepoint serves in operating roles that include acting as an investment adviser and as a sponsor/GP or managing member of pooled investment vehicles. The firm is not an active ESG investor and is not described as a multi-state adviser or 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

Contacts

3 of 3
  • Rupprecht Pranckh

    PartnerCRD 5190110

  • Stephen Escudier

    Stephen Escudier

    PartnerCRD 6167795

  • Jason Pae

    Jason Pae

    Head of ComplianceCRD 7086211

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth