BRIDGE LINE ADVISORS LLC
Adviser information for BRIDGE LINE ADVISORS LLC 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-123302 |
|---|---|
| SEC ERA File Number | 802-123302 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318053 |
| Legal Entity Identifier | None |
Principal Office
1200 N. FEDERAL HIGHWAYSUITE 400
BOCA RATON
FL
United States
Monday - Friday, 8:30 - 5:00
Tel: 954-334-3450, Fax: 954-541-8689
Chief Compliance Officer
ROBERT ABRAMS
GENERAL COUNSEL
1200 NORTH FEDERAL HIGHWAY
SUITE 400
BOCA RATON
FL
United States
Tel:
561-229-1125
Fax:
954-541-8689
R******@**********************M
(Full email address available in API data)
Industry Affiliates
| BRIDGE LINE VENTURES, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NEWBRIDGE INSURANCE SERVICES, INC. | Insurance company or agency |
| NEWBRIDGE SECURITIES CORPORATION | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BRIDGE LINE VENTURES LLC SERIES T-2QP | Venture Capital Fund | $1.2M | $0.0M | 5 |
| BRIDGE LINE VENTURES, LLC SERIES AA-1 | Venture Capital Fund | $2.2M | $0.0M | 7 |
| BRIDGE LINE VENTURES, LLC SERIES J-1 | Venture Capital Fund | $14.5M | $0.1M | 99 |
| BRIDGE LINE VENTURES, LLC SERIES ORB-1 | Venture Capital Fund | $3.9M | $0.0M | 79 |
| BRIDGE LINE VENTURES, LLC SERIES ORB-2QP | Venture Capital Fund | $5.3M | $0.0M | 39 |
| BRIDGE LINE VENTURES, LLC SERIES T-1 | Venture Capital Fund | $1.0M | $0.0M | 18 |
| BRIDGE LINE VENTURES, LLC SERIES Y-1 | Venture Capital Fund | $1.7M | $0.0M | 98 |
| BRIDGE LINE VENTURES, LLC SERIES Y-2 | Venture Capital Fund | $3.8M | $0.0M | 41 |
| BRIDGE LINE VENTURES, LLC SERIES Y-3QP | Venture Capital Fund | $2.3M | $0.1M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NEWBRIDGE FINANCIAL INC. | Domestic Entity | – | OWNER | 12/2021 | > 75% |
| AMICO, GUY, STEVEN | Individual | NEWBRIDGE FINANCIAL INC. | SHAREHOLDER | 01/2002 | 25-50% |
| GOLDSTEIN, SCOTT, HOWARD | Individual | NEWBRIDGE FINANCIAL INC. | SHAREHOLDER | 01/2002 | 25-50% |
| DUQUES, HENRY, C | Individual | NEWBRIDGE FINANCIAL INC. | SHAREHOLDER | 08/2014 | |
| ABRAMS, GENE, ROBERT | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |
| SPITLER, ROBERT, PENDELTON | Individual | – | PRESIDENT & CFO | 09/2023 | < 5% |