BRIDGEPORT PARTNERS
BRIDGEPORT MANAGEMENT COMPANY LLC Legal Name
Adviser information for BRIDGEPORT PARTNERS last updated from Form ADV on March 20th, 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 | 8 |
| 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 | 2 | $304.4M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $304.4M |
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 | 2 | $304.4M |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128478 |
|---|---|
| SEC ERA File Number | 801-128478 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322871 |
| Legal Entity Identifier | None |
Principal Office
220 FIFTH AVENUE18TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 9736000274, Fax: None
Chief Compliance Officer
KIRBY SMITH
GENERAL COUNSEL AND COO
220 FIFTH AVENUE
18TH FLOOR
NEW YORK
NY
United States
Tel:
9736000274
K****@***************M
(Full email address available in API data)
Industry Affiliates
| BGPT CATALYST GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BSOP GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BGPT CATALYST, LP | SINGLE INVESTMENT SPV | $272.6M | $0.0M | 10 |
| BRIDGEPORT STRATEGIC OPPORTUNITIES PARTNERSHIP, LP | Hedge Fund | $31.8M | $0.1M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARTIRE, FRANK, R. | Individual | – | CO-MANAGING MEMBER | 07/2022 | 50-75% |
| MARTIRE, FRANK | Individual | – | CO-MANAGING MEMBER | 07/2022 | 50-75% |
| SMITH, KIRBY, MARK | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | 08/2022 | < 5% |