POINT BRIDGE CAPITAL, LLC
Adviser information for POINT BRIDGE CAPITAL, LLC last updated from Form ADV on March 15th, 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 | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| 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 | 62 | $144.9M |
| Non-Discretionary | 1 | $148.8M |
| Total | 63 | $293.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 24 | $235.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $20.9M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $37.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $31,930 |
| 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 individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-78217 |
|---|---|
| SEC ERA File Number | 801-78217 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168071 |
| Legal Entity Identifier | None |
Principal Office
300 THROCKMORTON STREETSUITE 1550
FORT WORTH
TX
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (817) 529- 4600, Fax: (817) 529-4605
Chief Compliance Officer
HAL A. LAMBERT
CHIEF EXECUTIVE OFFICER AND PRESIDENT
300 THROCKMORTON STREET
SUITE 1550
FORT WORTH
TX
United States
Tel:
(817) 529- 4600
H**********@*********************M
(Full email address available in API data)
Industry Affiliates
| PBC GENERAL PARTNER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| POINT BRIDGE CAPITAL VC, LP - UMBRA | Venture Capital Fund | $10.3M | $0.1M | 50 |
| STAR CASTLE VENTURES VC, LP - FIREHAWK | Venture Capital Fund | $4.6M | $0.0M | 33 |
| STAR CASTLE VENTURES VC, LP - UMBRA | Venture Capital Fund | $10.1M | $0.1M | 33 |
| STAR CASTLE VENTURES VC, LP - UMBRA SERIES B | Venture Capital Fund | $8.5M | $0.1M | 37 |
| STAR CASTLE VENTURES VC, LP - WILDER SYSTEMS | Venture Capital Fund | $3.8M | $0.1M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAMBERT, HAL, ALLEN | Individual | – | CEO, PRESIDENT & CHIEF COMPLIANCE OFFICER | 10/2013 | > 75% |