Long Bridge Capital Management

RIASEC Registered
Total AUM
$53.8M
Discretionary
$53.8M
100% of AUM
Avg account
$508K
Accounts
106
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
305952
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Long Bridge Capital Management is a small, client-focused RIA organized as an LLC that concentrates on discretionary portfolio management for individuals and families and for small businesses. The firm favors public, liquid equity exposure—exchange-traded equities and ETFs are the primary vehicle for delivering market exposure and making tactical adjustments. Its business model centers on percentage-of-AUM fees supplemented by other, client-specific arrangements. Long Bridge does not present itself as a multi-state or ESG-focused manager and is not positioned as a capital allocator; the investment program appears built around direct management of client portfolios rather than extensive third‑party manager programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Cash & Cash Equivalents 12%, Non-Exchange Traded Equities 6%, Investment Grade Corp Bonds 6%, US Government Bonds 5%, Non-Investment Grade Corp Bonds 5%, State & Local Bonds 2%64%
  • Exchange Traded Equities64%
  • Cash & Cash Equivalents12%
  • Non-Exchange Traded Equities6%
  • Investment Grade Corp Bonds6%
  • US Government Bonds5%

Contacts

3 of 4
  • William Lang

    William Lang

    PrincipalCRD 3119811

  • Jon Dawn

    Jon Dawn

    PrincipalCRD 6344131

  • James Simmons

    James Simmons

    Director of ResearchCRD 2336504

Unlock 1 more contacts

Wealth teams

FINTRX

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth