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| Bridge33 Investment Management LLC
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|
|---|---|
| CRD # | 305580 |
| SEC # | 801-117912 |
| CIK # | |
| AUM | $781.0 MM (2024-03-28) |
| Employees | 76 (29% Investors, 0% Brokers) |
| Phone | 206-538-0083 |
| Address | 601 Union Street Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | B33 RE Partners Investments III LLC | 2023-03-30 | 14.2 | |
| RE | Bridge33 Real Estate Partners III QC LP | [2023-03-30] | 20.1 | 1.2 |
| RE | Bridge33 Real Estate Partners III QP LP | [2023-03-30] | 380.9 | 13.5 |
| RE | B33 RE Partners Investments II LLC | 2022-03-31 | 278.8 | |
| RE | Bridge33 Real Estate Partners II QC LP | [2020-05-05] | 22.6 | 28.7 |
| RE | Bridge33 Real Estate Partners II QP LP | [2020-05-05] | 197.3 | 249.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 781.0 |
| (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 | 6 | 781.0 |
| By Discretionary | ||
| Discretionary | 6 | 781.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 781.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 781.0 | |
| Total | 6 | 781.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jahan Moslehi | 11 | ||
| Andy Chien | 11 | ||
| Bridge33 Investment Management | 4 | ||
| Bridge33 Real Estate GP II | 2 | ||
| Bridge33 Real Estate GP III | 2 |
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|---|---|---|
|
Driftwood Advisors LLC
✚
|
FL | 0.8 |
|
Berkadia Capital Advisors LLC
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PA | 0.8 |
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CA | 0.8 |
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NY | 0.8 |
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PA | 0.8 |
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Taylor Derrick Capital LLC
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UT | 0.8 |
|
Valstone Partners VI LLC
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MI | 0.8 |
|
Shorenstein Investment Advisers LLC
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CA | 0.8 |
|
Tremont Realty Capital LLC
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MA | 0.7 |
|
Bridgeinvest LLC
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|
FL | 0.7 |