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BRIDGE CAPITAL ADVISORS
CRD 317554 · SEC 801-125879
5718 WESTHEIMER RD, SUITE 1000, HOUSTON, TX, 77057, United States
Phone
2813560193
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$687.3M
Discretionary AUM
$500.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-09-29
Disciplinary history
No
Services
Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 1 | $187.3M |
| Investment companies | 1 | $350.0M |
| Pooled investment vehicles | 5 | $150.0M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD