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| Bridges Investment Management Inc
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| CRD # | 108028 |
| SEC # | 801-57056 |
| CIK # | 0001007295 |
| AUM | 11.31 B (2026-06-30) |
| Employees | 79 (38% Investors, 0% Brokers) |
| Phone | 402-397-4700 |
| Address | 13333 California St Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Mastercard Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Union Pacific Corp | 0.1 | ||
| Old Dominion Freight Line Inc/VA | 0.1 | ||
| Visa Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 919 | 0.4 |
| (b) Individuals (high net worth individuals) | 752 | 5.2 |
| (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 | 4 | 0.0 |
| (h) Charitable organizations | 110 | 3.1 |
| (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 | 88 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,175 | 11.3 |
| By Discretionary | ||
| Discretionary | 3,145 | 11.0 |
| Non-Discretionary | 30 | 0.3 |
| Total | 3,175 | 11.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.3 | |
| Total | 3,175 | 11.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Jarvis | Executive Officer | 5 | 3 | |
| Art Burtscher | Executive Officer | 3 | 3 | |
| Andrea McMahon | Executive Officer | 2 | 2 | |
| Michael App | Executive Officer | 2 | 2 | |
| Rodney Cerny | Executive Officer | 1 | 1 | |
| Edison Bridges III | Executive Officer | 1 | 1 | |
| Nicholas Wilwerding | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001007295] | |
| D | [0001007295] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 34 |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| LEI | 2549009S0BMHGCZ7OD66 |
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