BRIDPORT INVESTMENTS LLC

Adviser information for BRIDPORT INVESTMENTS 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 Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
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 No

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 0 $0
Pension and profit sharing plans <5 $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 1
No. of Non-U.S. Clients 100

Services

Advisory Services Pension consulting servicesSelection of other advisers (including private fund managers)
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-71348
SEC ERA File Number 801-71348
SEC CIK Numbers None
SEC CRD Numbers 153596
Legal Entity Identifier None

Principal Office

17 AZALEA TERRACE
COS COB
CT
United States
Monday - Friday, BY APPOINTMENT
Tel: 203 302 9910, Fax: 203 869 2703

Chief Compliance Officer

ALEXANDER B. HOOD
MANAGING MEMBER
17 AZALEA TERRACE
COS COB
CT
United States
Tel: 203 302 9910
Fax: 203 869 2703
(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
HOOD, ALEXANDER, BRIDPORT Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/2009 > 75%

No. Employees, Historic

10502020202120222023202420251 on 3/26/20201 on 3/29/20211 on 3/28/20221 on 3/28/20231 on 3/26/2024

No. Clients, Historic

10502020202120222023202420250 on 3/26/20200 on 3/29/20210 on 3/28/20221 on 3/28/20231 on 3/26/2024