BRIDGE CAPITAL ADVISORS
Adviser information for BRIDGE CAPITAL ADVISORS last updated from Form ADV on September 29th, 2023. 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 | JUNE |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 5 | $443.0M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $443.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | <5 | $188.0M |
| Investment companies | 1 | $225.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $30.0M |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-125879 |
|---|---|
| SEC ERA File Number | 801-125879 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317554 |
| Legal Entity Identifier | None |
Principal Office
5718 WESTHEIMER RD, SUITE 1000HOUSTON
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 2813560193, Fax: None
Websites
Chief Compliance Officer
JOHN ROBINSON
CHIEF EXECUTIVE OFFICER
5718 WESTHEIMER RD
STE 1000
HOUSTON
TX
United States
Tel:
+1 (281) 356-0193
J********@**********************M
(Full email address available in API data)
Regulatory Contact
JOHN ROBINSON
CHIEF EXECUTIVE OFFICER
5718 WESTHEIMER RD
STE 1000
HOUSTON
TX
United States
Tel:
+1 (281) 356-0193
J********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Robinson, John, Charles | Individual | – | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | 08/2019 | > 75% |
| PARADIGM PARTNERS CAPITAL MANAGEMENT | Domestic Entity | – | AFFILIATED OWNER | 10/2022 | 25-50% |