BRIDGE33 INVESTMENT MANAGEMENT LLC
Adviser information for BRIDGE33 INVESTMENT MANAGEMENT LLC last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 76 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $781.0M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $781.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $781.0M |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesACQUISITION FEES |
Identifiers
| SEC RIA File Number | 801-117912 |
|---|---|
| SEC ERA File Number | 801-117912 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305580 |
| Legal Entity Identifier | None |
Principal Office
601 UNION STREETSUITE 1115
SEATTLE
WA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 206-538-0083, Fax: None
Chief Compliance Officer
ANDY CHIEN
PRESIDENT & CO-FOUNDER
601 UNION STREET
SUITE 1115
SEATTLE
WA
United States
Tel:
206-538-0083
Fax:
206-445-0455
A***@******************M
(Full email address available in API data)
Industry Affiliates
| BRIDGE33 REAL ESTATE GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE33 REAL ESTATE GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| B33 RE PARTNERS INVESTMENTS II LLC | Real Estate Fund | $278.8M | $1.0M | 2 |
| B33 RE PARTNERS INVESTMENTS III LLC | Real Estate Fund | $14.2M | $1.0M | 2 |
| BRIDGE33 REAL ESTATE PARTNERS II QC LP | Real Estate Fund | $28.7M | $1.0M | 60 |
| BRIDGE33 REAL ESTATE PARTNERS II QP LP | Real Estate Fund | $249.6M | $1.0M | 120 |
| BRIDGE33 REAL ESTATE PARTNERS III QC LP | Real Estate Fund | $1.2M | $1.0M | 87 |
| BRIDGE33 REAL ESTATE PARTNERS III QP LP | Real Estate Fund | $13.5M | $1.0M | 255 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRIDGE33 CAPITAL LLC | Domestic Entity | – | OWNER | 12/2018 | > 75% |
| MOSLEHI, JAHAN, JENABIAN | Individual | BRIDGE33 CAPITAL LLC | MANAGING PRINCIPAL | 09/2012 | 25-50% |
| CHIEN, ANDY, SUNLAN | Individual | BRIDGE33 CAPITAL LLC | MANAGING PRINCIPAL | 09/2012 | 25-50% |
| MOSLEHI, JAHAN, JENABIAN | Individual | – | CHIEF EXECUTIVE OFFICER & CO-FOUNDER | 08/2019 | < 5% |
| CHIEN, ANDY, SUNLAN | Individual | – | CHIEF COMPLIANCE OFFICER, PRESIDENT, & CO-FOUNDER | 09/2019 | < 5% |
| SULTAN, ARSHAD | Individual | – | EXECUTIVE VICE PRESIDENT | 09/2019 | < 5% |
| BANCHERO, ALEXANDER, GIOVANNI | Individual | – | EXECUTIVE VICE PRESIDENT | 06/2022 | < 5% |
| STAFFILINO, JOEL, LOUIS | Individual | – | SENIOR VICE PRESIDENT, HEAD OF INVESTMENTS | 02/2024 | < 5% |