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, institutionally focused investment adviser organized as a limited liability company. The firm reports an institutional client base and provides portfolio management for pooled investment vehicles rather than serving retail individuals. It is structured under domestic ownership and began SEC registration in 2022. The firm’s fee arrangements include a mix of percentage-of-AUM billing, fixed fees, and performance-based fees. Bridger does not describe itself as an active ESG investor, is not registered as a multi-state adviser, does not act as a pension consultant, and does not identify as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

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