POINT BRIDGE CAPITAL, LLC
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 168071
- Registered since
- June 18, 2013
- Website
- www.pointbridgecapital.com
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.42%
- Pooled Investment Vehicles32.07%
- Investment Companies11.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Point Bridge Capital, LLC is a boutique investment manager that blends public equity management with venture capital fund sponsorship. Registered in 2013 as a limited liability company, the firm serves both individual/family and institutional clients and charges fees on a percentage-of-AUM basis. Its advisory work spans separately managed accounts for individuals and small businesses, portfolio management for investment companies, and management of pooled investment vehicles where the firm often acts as sponsor, general partner, or managing member. Investment activity reflects a dual focus: a material allocation to exchange-traded public equities via SMAs and ETFs, alongside ownership and management of private funds—chiefly venture capital vehicles. Point Bridge is not identified as an active ESG investor, and it does not present itself as a multi-state or pension consultant adviser. The firm uses third-party alternative managers in several private strategies while maintaining direct management responsibilities for its venture funds and pooled vehicles.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities57%
- Private Funds33%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1HAL LAMBERT
Founder and CEOCRD 4090327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 300 Throckmorton St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
VORTUS INVESTMENT ADVISORS, LLC
RIAFORT WORTH, TX
SWMG, LLC
RIAFORT WORTH, TX
THE CAPITAL CHART ROOM, LTD
RIAFORT WORTH, TX
HIGHPEAK ENERGY MANAGEMENT, LLC
RIAFORT WORTH, TX
RHODES INVESTMENT ADVISORS, INC.
RIAFORT WORTH, TX
OVERRIDGE WEALTH ADVISORS
RIAFORT WORTH, TX