BRIDGEPORT PARTNERS

Overview

Bridgeport Partners is a limited liability company that provides investment advisory services to institutional clients, with an emphasis on managing pooled investment vehicles. The adviser registered with the SEC in 2023 and is owned by an individual. Its business model includes acting as sponsor, general partner, and managing member of pooled vehicles while performing portfolio management for those vehicles. The firm’s fee arrangements are flexible: it charges a percentage of assets under management, may assess fixed fees, and can apply performance-based fees. Bridgeport Partners does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or capital allocator.

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Location & Offices