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Bridges Investment Management Inc
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CRD # | 108028 |
SEC # | 801-57056 |
CIK # | 0001007295 |
AUM | $9.9 BB (2024-07-31) |
Employees | 76 (37% Investors, 0% Brokers) |
Phone | 402-397-4700 |
Address | 13333 California St Omaha, NE 68154 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.4 | |
AAPL | 2,382.8 | 0.4 | |
AMZN | 1,093.0 | 0.3 | |
GOOGL | 1,475.1 | 0.3 | |
NVDA | 399.6 | 0.2 | |
MA | 309.6 | 0.2 | |
UNP | 134.0 | 0.2 | |
UNH | 477.0 | 0.2 | |
V | 419.3 | 0.1 | |
PANW | 49.0 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 768 | 0.3 |
(b) Individuals (high net worth individuals) | 728 | 4.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 0.2 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 0.1 |
(g) Pension and profit sharing plans | 14 | 0.2 |
(h) Charitable organizations | 110 | 2.7 |
(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 | 75 | 1.8 |
(n) Other | 0 | 0.0 |
Total | 2,646 | 9.9 |
By Discretionary | ||
Discretionary | 2,544 | 9.5 |
Non-Discretionary | 102 | 0.4 |
Total | 2,646 | 9.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 9.9 | |
Total | 2,646 | 9.9 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Richard Jarvis | 4 | ||
Art Burtscher | 3 | ||
Andrea McMahon | 2 | ||
Michael App | 2 | ||
Rodney Cerny | 1 | ||
Nicholas Wilwerding | 1 | ||
Edison Bridges III | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001007295] | |
D | [0001007295] |
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E Fund Management Hong Kong Co Limited
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|
14.0 | |
Laird Norton Wetherby Wealth Management LLC
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CA | 7.3 |
H M Payson & Co
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ME | 7.0 |
Soltis Investment Advisors LLC
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UT | 6.8 |
Trillium Asset Management LLC
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MA | 5.0 |
LNW Wealth Management LLC
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WA | 4.6 |
Evergreen Capital Management LLC
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WA | 4.6 |
Abacus Wealth Partners LLC
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CA | 3.1 |
BIP Wealth LLC
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GA | 2.8 |
Popular Securities LLC
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PR | 2.2 |