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 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
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
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC
RIANew York, NY
MOON CAPITAL MANAGEMENT LP
RIANew York, NY