Bridger Investment Partners LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 323251
- Registered since
- October 6, 2022
- Website
- bridger-partners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 4Xiangyang Li
Chief Investment OfficerCRD 7836105
Chao Li
Chief Technology OfficerCRD 7836110
Peter Barkey
President and Chief Executive OfficerCRD 2601669
Contacts
1 of 1John Rickenbacker
General CounselCRD 2903187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Monticelloam, LLC
RIANew York, NY
Charles Pratt & Company, L.L.C.
RIANew York, NY
Dome Equities, LLC
RIANew York, NY
Madryn Asset Management, LP
RIANew York, NY
Opto Investment Management, LLC
RIANew York, NY
Brookfield Asset Management Pic Bmg, LLC
RIANew York, NY