BRIDGER INVESTMENT PARTNERS LLC

RIASEC RegisteredEst. 2022
Total AUM
$920M
Discretionary
$0
0% of AUM
Avg account
$115M
Accounts
8
Employees
9
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
323251
Registered since
October 6, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.3%
  • Other4.7%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bridger Investment Partners LLC is an SEC-registered limited liability company that provides institutional advisory services, primarily through portfolio management for pooled investment vehicles. The firm registered with the SEC in 2022 and is owned by a mix of a domestic entity and an individual. It reports a fee mix that includes percentage-of-AUM charges, fixed fees, and performance-based fees. The firm is not designated as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It does not report pension-consulting or related-adviser activities. Its regulatory profile and stated advisory activity point to a focus on managing pooled vehicles rather than providing retail, multi-state, or family-office services.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • XIANGYANG LI

    Chief Investment OfficerCRD 7836105

  • CHAO LI

    Chief Technology OfficerCRD 7836110

  • PETER BARKEY

    President and Chief Executive OfficerCRD 2601669

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Contacts

1 of 1
  • JOHN RICKENBACKER

    General CounselCRD 2903187

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
80 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth