Bridgeport Management Services LLC

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Assets, Funds, Holdings

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Bridgeport Management Services LLC
CRD #326650
SEC #802-132641
CIK #
AUM
Employees
Phone858-205-1343
Address160 Chesterfield Drive, Suite 101
Cardiff, CA 92007
Source [IAPD]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold AUM
Other Irving Investors Crossover LII LLC 2026-01-20 18.0 M
Other Irving Investors Privates HPC XVIII LLC 2026-01-20 15.0 M
Other Irving Investors Crossover L LLC 2025-09-02 2.6 M
PE Bridgeport Access Series LP - NRC Private Equity Opportunities III BP Feeder [2025-03-31] 8.2 M 4.9 M
Filed 2025-03-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Bridgeport Access Series LP-Radcliff Series 1 2025-03-31 0.4 M
PE Bridgeport Access Series LP-Radcliff Series 2 2025-03-31 0.4 M
PE Bridgeport Access Series LP-Radcliff Series 3 2025-03-31 0.4 M
Other Irving Investors BP Pre-IPO Credit Fund LLC [2025-03-31] 17.0 M 5.9 M
Filed 2025-01-24 (D) · Exemption 506(b) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
Other Irving Investors Crossover Li LLC 2025-03-31 1.8 M
Other Irving Investors Crossover XLIX - A LLC [2025-03-31] 16.0 M 16.0 M
Filed 2025-01-24 (D) · Exemption 506(b) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
View All
AUM Breakdown Accounts AUM ($)
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 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
David Stefanick Director, Executive Officer 13 4
Christopher Nero Director, Executive Officer 15 3
Marcus Steele Director, Executive Officer 10 3
Dana Cornell Executive Officer 7 2
Bridgeport Management Services LLC Promoter 5 2
Chris Nero Executive Officer 3 2
Newedge Wealth LLC Promoter 2 2
None Bridgeport Management Services LLC Executive Officer 3 1
Kyle Malien Executive Officer 1 1
Bridgeport Management Services Executive Officer 1 1
View All
Firm Profile (Form ADV)
Fund TypesHedge Fund, Private Equity, Real Estate
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