Bridges Investment Management Inc

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Assets, Funds, Holdings

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Bridges Investment Management Inc
CRD #108028
SEC #801-57056
CIK #0001007295
AUM $9.9 BB (2024-07-31)
Employees 76 (37% Investors, 0% Brokers)
Phone402-397-4700
Address13333 California St
Omaha, NE 68154
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02001200920172025
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 ($BB)
7.56.04.53.01.50.02013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Bridges Private Equity Fund I LP [2024-07-30] 0.0 10.1
Other Bridges Cash Reserves LLC F/K/A Westwood Cash Reserves LLC [2012-03-29] 0.1
Other Bridges Core Income LLC F/K/A Westwood Core Income LLC [2012-03-29] 24.3
Other Bridges Core Income - Tax Exempt LLC F/K/A Westwood Core Income - Tax Exempt LLC [2012-03-29] 1.3
Other Bridges Diversified Core Equity LLC F/K/A Westwood Diversified Core Equity LLC [2012-03-29] 302.9 1.5
Other Bridges Diversified Small/Mid Cap LLC F/K/A Westwood Diversified Small/Mid Cap LLC [2012-03-29] 0.7
Other Bridges Focused Core Equity LLC F/K/A Westwood Focused Core Equity LLC 2012-03-29 0.7
Other Bridges Focused Small Cap Equity LLC F/K/A Westwood Focused Small Cap Equity 2012-03-29 0.4
Other Bridges International Equity LLC F/K/A Westwood International Equity LLC [2012-03-29] 0.6
Other Bridges Tactical Opportunity LLC F/K/A Westwood Tactical Opportunity LLC [2012-03-29] 0.3
View All
AUM Breakdown Accounts AUM ($BB)
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
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
13F-HR [0001007295]
D [0001007295]
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Evergreen Capital Management LLC
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CA 3.1
BIP Wealth LLC
GA 2.8
Popular Securities LLC
PR 2.2
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