Bridgeport Partners

RIASEC RegisteredEst. 2023
Total AUM
$476M
Discretionary
$476M
100% of AUM
Avg account
$159M
Accounts
3
Employees
10
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
322871
Registered since
July 31, 2023
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bridgeport Partners is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves institutional clients and focuses on managing pooled investment vehicles; it also sponsors and acts as general partner or managing member for those vehicles. Its client billing arrangements include asset-based fees, fixed fees, and performance-based fees. Bridgeport Partners does not identify as an active ESG investor and is not characterized as a multi-state or capital-allocating adviser in the available data.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Emma Glyn

    CRD 8315594

  • Frank Martire

    Frank Martire

    Managing PartnerCRD 7606007

  • Frank Martire

    Co-Managing MemberCRD 6706812

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
220 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth