BRIDGELIGHT CAPITAL LLC
Adviser information for BRIDGELIGHT CAPITAL LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 415 | $139.0M |
| Non-Discretionary | 0 | $0 |
| Total | 415 | $139.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 152 | $55.6M |
| HNW Individuals | 51 | $83.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 139.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BRIDGELIGHT WRAP FEE MANAGED ACCOUNT SERVICES PROGRAM | BRIDGELIGHT CAPITAL LLC |
Identifiers
| SEC RIA File Number | 801-116940 |
|---|---|
| SEC ERA File Number | 801-116940 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154920 |
| Legal Entity Identifier | None |
Principal Office
7033 E. GREENWAY PARKWAYSUITE 160
SCOTTSDALE
AZ
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 480-270-5240, Fax: 480-656-3316
Chief Compliance Officer
GARY T. STRINGER
CEO
7033 E. GREENWAY PARKWAY
SUITE 160
SCOTTSDALE
AZ
United States
Tel:
480-270-5240
Fax:
480-656-3316
G***@**************M
(Full email address available in API data)
Industry Affiliates
| BRIDGELIGHT INSURANCE LLC | Insurance company or agency |
| BRIDGELIGHT REAL ESTATE LLC | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STRINGER, GARY, TODD | Individual | – | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 01/2010 | > 75% |