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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bridge Capital Advisors
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|---|---|
| CRD # | 317554 |
| SEC # | 801-125879 |
| CIK # | |
| AUM | $548.0 M (2024-09-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 281-356-0193 |
| Address | 5718 Westheimer Rd, Suite 1000 Houston, TX 77057 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 168.0 |
| (d) Investment companies | 1 | 250.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 130.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 548.0 |
| By Discretionary | ||
| Discretionary | 7 | 548.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 548.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 548.0 | |
| United States Persons | 0.0 | |
| Total | 7 | 548.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RV Kuhns & Associates Inc
✚
|
OR | 0.8 |
|
Investment Performance Services LLC
✚
|
GA | 0.7 |
|
Capvisor Associates LLC
✚
|
0.7 | |
|
Consequent Capital Management LLC
✚
|
GA | 0.6 |
|
Sherman Portfolios LLC
✚
|
ID | 0.6 |
|
Investrust Consulting LLC
✚
|
OK | 0.5 |
|
Wheeler Retirement Plans LLC
✚
|
MN | 0.5 |
|
VERT Asset Management LLC
✚
|
CA | 0.4 |
|
Chatham Investment Advisors LLC
✚
|
PA | 0.4 |
|
First Financial Coaching Inc
✚
|
MI | 0.3 |