BRIDGER INVESTMENT PARTNERS LLC
Adviser information for BRIDGER INVESTMENT PARTNERS LLC last updated from Form ADV on March 18th, 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 | 9 |
|---|---|
| Investment Advisory/Research | 3 |
| 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 | 0 | $0 |
| Non-Discretionary | 4 | $289.4M |
| Total | 4 | $289.4M |
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 | 4 | $289.4M |
| 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 pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126699 |
|---|---|
| SEC ERA File Number | 801-126699 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323251 |
| Legal Entity Identifier | None |
Principal Office
80 PINE STREET SUITE 3310NEW YORK
NY
United States
Monday - Friday, 9-5
Tel: 1-800-598-9220, Fax: 256-596-8269
Websites
Chief Compliance Officer
SARAH GURLEY
COO
80 PINE STREET SUITE 3310
NEW YORK
NY
United States
Tel:
6463917820
S******@********************M
(Full email address available in API data)
Regulatory Contact
PETER BARKEY
CEO
80 PINE STREET SUITE 3310
NEW YORK
NY
United States
Tel:
9172927146
P******@********************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 |
|---|---|---|---|---|---|
| BARKEY, PETER, JOSEPH | Individual | BRIDGERS INVESTMENT PARTNERS HOLDINGS LLC | EXECUTIVE OFFICER | 10/2020 | > 75% |
| BARKEY, PETER, JOSEPH | Individual | – | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 09/2022 | < 5% |
| BRIDGERS INVESTMENT PARTNERS HOLDINGS LLC | Domestic Entity | – | SOLE MEMBER | 12/2022 | > 75% |
| BRIDGER HOLDINGS 1 LLC | Domestic Entity | BRIDGERS INVESTMENT PARTNERS HOLDINGS LLC | MEMBER | 12/2022 | > 75% |
| BRIDGER HOLDINGS 2 LLC | Domestic Entity | BRIDGERS INVESTMENT PARTNERS HOLDINGS LLC | MANAGING MEMBER | 12/2022 | > 75% |
| GURLEY, SARAH, JEAN | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |
| GURLEY, SARAH, JEAN | Individual | – | CHIEF OPERATING OFFICER | 11/2022 | < 5% |
| LI, XIANGYANG | Individual | – | CHIEF INVESTMENT OFFICER | 11/2022 | < 5% |
| LI, CHAO | Individual | – | CHIEF TECHNOLOGY OFFICER | 03/2023 | < 5% |