BRIDGE CITY CAPITAL, LLC
Adviser information for BRIDGE CITY CAPITAL, LLC last updated from Form ADV on March 27th, 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 | Oregon, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 5 |
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 | 40 | $265.7M |
Non-Discretionary | 1 | $1.5M |
Total | 41 | $267.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 23 | $26.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 2 | $15.7M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $1.5M |
Pension and profit sharing plans | <5 | $24.1M |
Charitable organizations | 5 | $38.7M |
State or municipal gov entities | 8 | $160.4M |
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 | 26 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
ONE CENTERPOINTE DRIVE, SUITE 565LAKE OSWEGO
OR
United States
Monday - Friday, 6:30AM- 3:00PM PST
Tel: 503-265-8554, Fax: None
Websites
Chief Compliance Officer
SHANNON M. MAKUAKANE
VP OPERATIONS
ONE CENTERPOINTE DRIVE, SUITE565
LAKE OSWEGO
OR
United States
Tel:
503-265-8554
Fax:
503-265-8609
M********@****************M
(Full email address available in API data)
Regulatory Contact
ALEXANDER WOODWARD
PRESIDENT
ONE CENTERPOINTE DRIVE, SUITE 565
LAKE OSWEGO
OR
United States
Tel:
503-265-8554
Fax:
503-265-8609
W*******@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WOODWARD, ALEXANDER, JACKSON | Individual | – | MEMBER, PRESIDENT, PORTFOLIO MANAGER | 01/2020 | 25-50% |
BRINK, STEPHEN, CHARLES | Individual | – | MEMBER, PORTFOLIO MANAGER | 01/2020 | 10-25% |
BRADSHAW, JAMES, RUSSELL | Individual | – | MEMBER, PORTFOLIO MANAGER | 03/2018 | 5-10% |
KISER, DAVID, WRIGHT | Individual | – | MEMBER, DIRECTOR, VICE PRESIDENT OF MARKETING & CLIENT SERVICE | 05/2010 | < 5% |
MAKUAKANE, SHANNON, MICHELLE | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER, VP OPERATIONS | 01/2023 | < 5% |
BUHALY, STEVE, JOSEPH | Individual | – | MEMBER | 01/2015 | 5-10% |
CHRISTOPHER, BARCLAY, SCOTT | Individual | – | MEMBER | 01/2015 | 5-10% |
HASAN, SARA, ELIZABETH | Individual | – | MEMBER, PORTFOLIO MANAGER | 01/2023 | < 5% |
DEMUTH, BRANT, HILL | Individual | – | MEMBER, PORTFOLIO MANAGER | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
A10 Networks Inc. | COM | 6M | 428K | – |
Accuray Inc. | COM | 256K | 141K | – |
ACI Worldwide Inc. | COM | 2M | 39K | – |
Addus HomeCare Corp | COM | 4M | 31K | – |
Albany International Corp | COM | 4M | 50K | – |
Amedisys Inc. | COM | 3M | 30K | – |
Ameresco, Inc | COM | 2M | 66K | – |
American Eagle Outfitters | COM | 2M | 118K | – |
AMN Healthcare Services Inc. | COM | 2M | 30K | – |
Amphastar Pharma Inc. | COM | 2M | 49K | – |
Aris Water Solutions | COM | 3M | 177K | – |
Axcelis Technologies Inc. | COM | 6M | 40K | – |
Badger Meter Inc. | COM | 3M | 15K | – |
Bank of Marin Bancorp | COM | 215K | 13K | – |
Bankwell Financial Group, Inc | COM | 344K | 14K | – |
Barrett Business Services Inc | COM | 2M | 62K | – |
BGSF, Inc | COM | 401K | 47K | – |
Boise Cascade Company | COM | 2M | 18K | – |
Cactus, Inc | COM | 4M | 70K | – |
California Water Service Group | COM | 1M | 29K | – |
Cambium Network Corp | COM | 766K | 275K | – |
CBIZ Inc | COM | 4M | 57K | – |
Century Communities, Inc. | COM | 3M | 43K | – |
Coherent Corp | COM | 8M | 108K | – |
Coherus Biosciences | COM | 547K | 316K | – |
Columbus McKinnon Corp | COM | 425K | 12K | – |
Comfort Systems USA Inc. | COM | 8M | 27K | – |
Consensus Cloud Solutions Inc. | COM | 1M | 64K | – |
Corcept Therapeutics Inc | COM | 2M | 49K | – |
CRA International, Inc | COM | 746K | 4K | – |
Diodes Inc. | COM | 4M | 59K | – |
DMC Global Inc. | COM | 1M | 101K | – |
Donnely Financial | COM | 414K | 7K | – |
Dorman Products Inc. | COM | 3M | 36K | – |
Dril-Quip, Inc. | COM | 2M | 131K | – |
Ensign Group Inc. | COM | 9M | 72K | – |
ePlus Inc. | COM | 2M | 31K | – |
Evercore Inc. | COM | 2M | 11K | – |
EVERTEC, Inc | COM | 2M | 58K | – |
Exlservice Holdings Inc. | COM | 4M | 134K | – |
Exponent Inc | COM | 3M | 35K | – |
Fabrinet | COM | 3M | 11K | – |
First Financial Bankshares, In | COM | 3M | 88K | – |
Franklin Electric Co. | COM | 2M | 21K | – |
Gentherm Inc. | COM | 5M | 99K | – |
Getty Realty Corp | COM | 2M | 72K | – |
Glacier Bancorp Inc. | COM | 5M | 130K | – |
Globus Medical, Inc. | COM | 6M | 94K | – |
Healthcare Services Group, Inc | COM | 2M | 146K | – |
Hope Bancorp, Inc. | COM | 2M | 168K | – |
Insteel Industries, Inc. | COM | 3M | 109K | – |
Investors Title Co. | COM | 391K | 2K | – |
iRadimed Corporation | COM | 2M | 54K | – |
J&J Snack Foods Corp. | COM | 2M | 14K | – |
Jack in the Box Inc. | COM | 2M | 33K | – |
Kulicke Soffa | COM | 3M | 56K | – |
La-Z-Boy Incorporated | COM | 3M | 83K | – |
Lakeland Financial Corporation | COM | 2M | 31K | – |
Landstar System, Inc. | COM | 3M | 17K | – |
Lemaitre Vascular Inc. | COM | 7M | 90K | – |
Lithia Motors, Inc. | COM | 4M | 17K | – |
LTC Properties, Inc. | COM | 1M | 38K | – |
MACOM Tech Solutions | COM | 5M | 49K | – |
MasTec, Inc. | COM | 4M | 33K | – |
Maxiums Inc. | COM | 2M | 24K | – |
MEDNAX, Inc. | COM | 974K | 129K | – |
Medpace Holdings Inc. | COM | 6M | 14K | – |
Methode Electronics, Inc. | COM | 3M | 251K | – |
MillerKnoll, Inc. | COM | 3M | 116K | – |
MYR Group | COM | 674K | 5K | – |
Neogen Corporation | COM | 4M | 268K | – |
NVE Corporation | COM | 2M | 33K | – |
Ollie's Bargain Outlet Holding | COM | 3M | 31K | – |
Omnicell, Inc. | COM | 929K | 34K | – |
Onespan Inc. | COM | 236K | 18K | – |
Onto Innovation Inc. | COM | 2M | 7K | – |
OSI Systems, Inc. | COM | 3M | 25K | – |
Pacira Biosciences | COM | 2M | 85K | – |
Park Aerospace Corporation | COM | 488K | 36K | – |
Paysign | COM | 479K | 111K | – |
Perficient, Inc. | COM | 3M | 35K | – |
Performance Food Group | COM | 5M | 76K | – |
Photronics | COM | 2M | 79K | – |
Plexus Corp. | COM | 2M | 23K | – |
Quaker Chemical Corporation | COM | 2M | 14K | – |
Qualys Inc. | COM | 2M | 13K | – |
Quipt Home Medical Corp | COM | 178K | 55K | – |
RBC Bearings Incorporated | COM | 5M | 19K | – |
Rogers Corporation | COM | 2M | 17K | – |
RPC Inc. | COM | 2M | 241K | – |
Select Energy Services, Inc. | COM | 3M | 286K | – |
Shake Shack Inc. | COM | 2M | 23K | – |
Shutterstock Inc. | COM | 1M | 26K | – |
SiteOne Landscape Supply, Inc | COM | 3M | 28K | – |
Sterling Construction Co | COM | 6M | 50K | – |
Supernus Pharmaceuticals Inc. | COM | 2M | 82K | – |
Synaptics Incorporated | COM | 2M | 19K | – |
Tetra Tech Inc. | COM | 8M | 40K | – |
Texas Roadhouse Inc. | COM | 3M | 19K | – |
The Joint Corp | COM | 386K | 27K | – |
UFP Industries Inc. | COM | 5M | 45K | – |
UFP Technologies Inc. | COM | 1M | 5K | – |
US Physical Therapy Inc. | COM | 4M | 48K | – |
Utah Medical Products Inc. | COM | 352K | 5K | – |
Vishay Precision Group | COM | 2M | 78K | – |
WD-40 CO COM | COM | 2M | 8K | – |
Wesbanco Inc. | COM | 2M | 85K | – |
YETI Holdings | COM | 2M | 50K | – |
Ziff Davis, Inc. | COM | 2M | 44K | – |
Zynex | COM | 2M | 193K | – |