BRIDGE INVESTMENT GROUP
BRIDGE MULTIFAMILY FUND MANAGER LLC Legal Name
Adviser information for BRIDGE INVESTMENT GROUP 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 | 2300 |
|---|---|
| Investment Advisory/Research | 310 |
| 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 | 112 | $45.0B |
| Non-Discretionary | 20 | $2.0B |
| Total | 132 | $47.0B |
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 | 112 | $45.0B |
| 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 | 20 | $2.0B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 38 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO MANAGEMENT FOR JOINT VENTURES |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-72790 |
|---|---|
| SEC ERA File Number | 801-72790 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159127 |
| Legal Entity Identifier | None |
Principal Office
111 E. SEGO LILY DRIVE#400
SANDY
UT
United States
Monday - Friday, 9AM - 5PM
Tel: 801-716-1463, Fax: 801-716-4519
Websites
www.somerbyseniorliving.com
www.linkedin.com/company/bridge-investment-group-holdings/
www.facebook.com/bridgeig/
bridgeseniorliving.com/
bridgecre-office.com
www.bridgeblp.com/
www.bridgehomes.com
www.newbury-partners.com
www.bridgepm.com
twitter.com/bridgeinvgrp
www.bridgeig.com
www.bridgerenewableenergy.com/
Chief Compliance Officer
JARED FORSGREN
CHIEF COMPLIANCE OFFICER
111 E. SEGO LILY DRIVE
#400
SANDY
UT
United States
Tel:
801-506-1463
Fax:
801-792-4669
J*************@***********M
(Full email address available in API data)
Regulatory Contact
ADAM O'FARRELL
COO
111 E. SEGO LILY DRIVE
#400
SANDY
UT
United States
Tel:
801-284-2918
Fax:
801-792-4669
A************@***********M
(Full email address available in API data)
Industry Affiliates
| BRIDGE AGENCY MBS FUND GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BRIDGE AGENCY MBS FUND MANAGER LLC | Commodity pool operator or commodity trading advisor |
| BRIDGE DEBT STRATEGIES FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE DEBT STRATEGIES FUND II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE DEBT STRATEGIES FUND III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE DEBT STRATEGIES FUND IV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE DEBT STRATEGIES FUND V GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE INVESTMENT GROUP RISK MANAGEMENT, INC. | Insurance company or agency |
| BRIDGE LOGISTICS US VENTURE I GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE LOGISTICS VALUE II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE MF&CO FUND III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE MULTIFAMILY CV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE MULTIFAMILY FUND IV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE MULTIFAMILY FUND V GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE NET LEASE FUND MANAGER LLC | Other investment adviser, including financial planners |
| BRIDGE OFFICE FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE OFFICE FUND II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE OFFICE OPPORTUNITIES FUND III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE OPPORTUNITY ZONE FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE OPPORTUNITY ZONE FUND II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE OPPORTUNITY ZONE FUND III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE OPPORTUNITY ZONE FUND IV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE OPPORTUNITY ZONE FUND V GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE OPPORTUNITY ZONE FUND VI GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE RENEWABLE ENERGY DEVELOPMENT FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE SENIORS HOUSING FUND III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE SINGLE-FAMILY RENTAL FUND IV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE SINGLE-FAMILY RENTAL FUND MANAGER LLC | Commodity pool operator or commodity trading advisor |
| BRIDGE SINGLE-FAMILY RENTAL FUND V GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS II GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS III GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS IV GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS IV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS V GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS V GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS VERWALTUNGS GMBH | Sponsor, GP, manager of pooled investment vehicles |
| NEWBURY EQUITY PARTNERS VI GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BDS III BLACK BRIDGE LP | Real Estate Fund | $251.9M | $50.0M | 2 |
| BDS IV BLACK BRIDGE LP | Real Estate Fund | $1,275.8M | $1.0M | 2 |
| BDS IV BLUE BRIDGE LP | Real Estate Fund | $193.0M | $1.0M | 1 |
| BDS IV GREEN BRIDGE LP | Private Equity Fund | $2,431.5M | $1.0M | 7 |
| BDS V GREEN BRIDGE LP | Real Estate Fund | $70.2M | $1.0M | 1 |
| BRIDGE AGENCY MBS FUND LP | Hedge Fund | $2,578.2M | $1.0M | 123 |
| BRIDGE DEBT STRATEGIES FUND II INTERNATIONAL MASTER LP | Real Estate Fund | $161.5M | $1.0M | 280 |
| BRIDGE DEBT STRATEGIES FUND II LP | Real Estate Fund | $102.6M | $1.0M | 413 |
| BRIDGE DEBT STRATEGIES FUND II-A LP | Real Estate Fund | $3.0M | $1.0M | 37 |
| BRIDGE DEBT STRATEGIES FUND III INTERNATIONAL MASTER LP | Real Estate Fund | $732.8M | $1.0M | 316 |
| BRIDGE DEBT STRATEGIES FUND III LP | Real Estate Fund | $755.7M | $1.0M | 545 |
| BRIDGE DEBT STRATEGIES FUND IV INTERNATIONAL MASTER LP | Real Estate Fund | $1,647.2M | $1.0M | 188 |
| BRIDGE DEBT STRATEGIES FUND IV LP | Real Estate Fund | $1,804.0M | $1.0M | 364 |
| BRIDGE DEBT STRATEGIES FUND IV SLP RAIF | Real Estate Fund | $509.8M | $1.0M | 5 |
| BRIDGE DEBT STRATEGIES FUND V INTERNATIONAL MASTER LP | Real Estate Fund | $15.1M | $1.0M | 9 |
| BRIDGE DEBT STRATEGIES FUND V LP | Real Estate Fund | $33.7M | $1.0M | 23 |
| BRIDGE LOGISTICS US VENTURE I FUND LP | Real Estate Fund | $739.1M | $1.0M | 39 |
| BRIDGE LOGISTICS US VENTURE II FUND LP | Real Estate Fund | $166.9M | $1.0M | 17 |
| BRIDGE MF&CO III CO-INVESTMENT FUND LP | Real Estate Fund | $0.2M | $1.0M | 1 |
| BRIDGE MULTIFAMILY & COMMERCIAL OFFICE FUND III INTERNATIONAL MASTER LP | Real Estate Fund | $2.9M | $1.0M | 140 |
| BRIDGE MULTIFAMILY & COMMERCIAL OFFICE FUND III LP | Real Estate Fund | $8.6M | $1.0M | 816 |
| BRIDGE MULTIFAMILY & COMMERCIAL OFFICE FUND III-A LP | Real Estate Fund | $0.3M | $1.0M | 79 |
| BRIDGE MULTIFAMILY CV LP | Real Estate Fund | $516.4M | $0.3M | 101 |
| BRIDGE MULTIFAMILY CV PV LP | Real Estate Fund | $5.2M | $0.3M | 2 |
| BRIDGE MULTIFAMILY FUND IV INTERNATIONAL MASTER LP | Real Estate Fund | $1,542.7M | $1.0M | 290 |
| BRIDGE MULTIFAMILY FUND IV LP | Real Estate Fund | $1,735.5M | $1.0M | 923 |
| BRIDGE MULTIFAMILY FUND IV-A LP | Real Estate Fund | $24.1M | $1.0M | 18 |
| BRIDGE MULTIFAMILY FUND V INTERNATIONAL MASTER LP | Real Estate Fund | $1,747.5M | $0.3M | 294 |
| BRIDGE MULTIFAMILY FUND V LP | Real Estate Fund | $1,579.5M | $0.3M | 1507 |
| BRIDGE MULTIFAMILY FUND V SLP RAIF | Real Estate Fund | $14.8M | $0.3M | 1 |
| BRIDGE MULTIFAMILY FUND V-A LP | Real Estate Fund | $15.5M | $0.3M | 28 |
| BRIDGE OFFICE FUND II INTERNATIONAL MASTER LP | Real Estate Fund | $173.5M | $1.0M | 29 |
| BRIDGE OFFICE FUND II LP | Real Estate Fund | $251.3M | $1.0M | 110 |
| BRIDGE OFFICE FUND II-A LP | Real Estate Fund | $2.7M | $1.0M | 9 |
| BRIDGE OFFICE FUND INTERNATIONAL MASTER LP | Real Estate Fund | $256.0M | $1.0M | 130 |
| BRIDGE OFFICE FUND LP | Real Estate Fund | $344.2M | $1.0M | 425 |
| BRIDGE OFFICE FUND-A LP | Real Estate Fund | $14.0M | $1.0M | 24 |
| BRIDGE OPPORTUNITY ZONE FUND GUARANTEE LP | Real Estate Fund | $20.9M | $0.3M | 605 |
| BRIDGE OPPORTUNITY ZONE FUND II GUARANTEE LP | Real Estate Fund | $21.0M | $0.3M | 582 |
| BRIDGE OPPORTUNITY ZONE FUND II LP | Real Estate Fund | $824.0M | $0.3M | 582 |
| BRIDGE OPPORTUNITY ZONE FUND III LP | Real Estate Fund | $1,876.1M | $0.3M | 1114 |
| BRIDGE OPPORTUNITY ZONE FUND IV LP | Real Estate Fund | $1,882.5M | $0.3M | 1590 |
| BRIDGE OPPORTUNITY ZONE FUND LP | Real Estate Fund | $1,120.5M | $0.3M | 605 |
| BRIDGE OPPORTUNITY ZONE FUND V LP | Real Estate Fund | $572.0M | $0.3M | 681 |
| BRIDGE OPPORTUNITY ZONE FUND VI LP | Real Estate Fund | $156.4M | $0.3M | 150 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES CO-INVESTMENT FUND II LP | Real Estate Fund | $458.9M | $0.3M | 296 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES CO-INVESTMENT FUND LP | Real Estate Fund | $199.5M | $50.0M | 2 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II INTERNATIONAL MASTER LP | Real Estate Fund | $803.0M | $1.0M | 188 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II LP | Real Estate Fund | $1,089.9M | $1.0M | 606 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND II-A | Real Estate Fund | $18.1M | $1.0M | 26 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND INTERNATIONAL MASTER LP | Real Estate Fund | $275.4M | $1.0M | 36 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND LP | Real Estate Fund | $626.9M | $1.0M | 423 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND-A LP | Real Estate Fund | $14.9M | $1.0M | 32 |
| BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND-B LP | Real Estate Fund | $16.7M | $1.0M | 2 |
| BRIDGE SENIORS HOUSING CO-INVESTMENT FUND II FEEDER LP | Real Estate Fund | $19.5M | $0.3M | 17 |
| BRIDGE SENIORS HOUSING FUND III INTERNATIONAL MASTER LP | Real Estate Fund | $30.7M | $1.0M | 8 |
| BRIDGE SENIORS HOUSING FUND III LP | Real Estate Fund | $106.6M | $1.0M | 34 |
| BRIDGE SENIORS HOUSING FUND III SLP RAIF | Real Estate Fund | $41.6M | $1.0M | 1 |
| BRIDGE SENIORS HOUSING FUND III-A LP | Real Estate Fund | $8.5M | $1.0M | 6 |
| BRIDGE SFR FUND IV CO-INVEST LP | Real Estate Fund | $381.3M | $1.0M | 4 |
| BRIDGE SINGLE FAMILY RENTAL FUND IV LP | Real Estate Fund | $285.9M | $1.0M | 26 |
| BRIDGE SINGLE-FAMILY RENTAL FUND IV INTERNATIONAL MASTER LP | Real Estate Fund | $285.9M | $1.0M | 7 |
| BRIDGE SOLAR ENERGY DEVELOPMENT FUND INTERNATIONAL MASTER LP | SOLAR ENERGY INFRASTRUCTURE FUND | $0.2M | $0.3M | 1 |
| BRIDGE SOLAR ENERGY DEVELOPMENT FUND LP | SOLAR ENERGY INFRASTRUCTURE FUND | $23.4M | $0.3M | 26 |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II INTERNATIONAL MASTER LP | Real Estate Fund | $61.2M | $1.0M | 22 |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II LP | Real Estate Fund | $2,570.4M | $1.0M | 1222 |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II-A LP | Real Estate Fund | $5.7M | $1.0M | 16 |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II-R LP | Real Estate Fund | $744.1M | $1.0M | 181 |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND LP | Real Estate Fund | $1,620.4M | $1.0M | 385 |
| BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND-R2 LP | Real Estate Fund | $425.4M | $1.0M | 57 |
| MORROCROFT NEIGHBORHOOD FUND III, LP | Real Estate Fund | $129.7M | $0.1M | 89 |
| NEWBURY EQUITY PARTNERS II L.P. | PRIVATE EQUITY SECONDARY FUND OF FUNDS | $139.4M | $5.0M | 104 |
| NEWBURY EQUITY PARTNERS III HOLDINGS L.P. | PRIVATE EQUITY SECONDARY FUND OF FUNDS | $525.4M | $0.3M | 50 |
| NEWBURY EQUITY PARTNERS IV L.P. | PRIVATE EQUITY SECONDARY FUND OF FUNDS | $1,593.3M | $0.3M | 85 |
| NEWBURY EQUITY PARTNERS L.P. | PRIVATE EQUITY SECONDARY FUND OF FUNDS | $19.1M | $10.0M | 77 |
| NEWBURY EQUITY PARTNERS V L.P. | PRIVATE EQUITY SECONDARY FUND OF FUNDS | $2,231.0M | $0.3M | 135 |
| NEWBURY EQUITY PARTNERS VI L.P. | PRIVATE EQUITY SECONDARY FUND OF FUNDS | $124.1M | $0.3M | 36 |
| RDS II BLACK BRIDGE LP | Real Estate Fund | $12.8M | $1.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRIDGE FUND MANAGEMENT HOLDINGS LLC | Domestic Entity | – | MEMBER | 01/2012 | > 75% |
| MORSE, ROBERT, RANDOLPH | Individual | – | BOARD CHAIRMAN | 11/2011 | 25-50% |
| SLAGER, JONATHAN, PETER | Individual | BRIDGE INVESTMENT GROUP HOLDINGS LLC | MEMBER, MANAGER | 11/2011 | |
| ALLARA, DEAN, ANTHONY | Individual | BRIDGE FOUNDERS GROUP, LLC | MEMBER, MANAGER | 11/2011 | |
| MORSE, ROBERT, RANDOLPH | Individual | PMN REAL ESTATE INVESTMENTS, LTD. | MEMBER, MANAGER | 09/2011 | 25-50% |
| SLAGER, JONATHAN, PETER | Individual | – | BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER | 01/2012 | 5-10% |
| ALLARA, DEAN, ANTHONY | Individual | – | BOARD OF DIRECTORS, VICE CHAIRMAN | 09/2011 | 5-10% |
| FLM HOLDINGS, LLC | Foreign Entity | BRIDGE FUND MANAGEMENT HOLDINGS LLC | MEMBER | 12/2011 | 25-50% |
| BRIDGE INVESTMENT GROUP HOLDINGS LLC | Domestic Entity | BRIDGE FUND MANAGEMENT HOLDINGS LLC | MEMBER | 01/2012 | > 75% |
| O'FARRELL, ADAM, BERNARD | Individual | BRIDGE INVESTMENT GROUP HOLDINGS LLC | MEMBER, MANAGER | 01/2013 | |
| O'FARRELL, ADAM, BERNARD | Individual | – | CEO OF THE REGISTERED INVESTMENT ADVISOR, BOARD OF DIRECTORS, COO | 01/2021 | < 5% |
| FORSGREN, JARED, KENT | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2021 | < 5% |
| BRIDGE INVESTMENT GROUP HOLDINGS INC. | Domestic Entity | BRIDGE INVESTMENT GROUP HOLDINGS LLC | MEMBER, MANAGER | 07/2021 | |
| ELSNAB, KATHERINE | Individual | – | CHIEF FINANCIAL OFFICER | 05/2022 | < 5% |