Bridges Investment Management Inc

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Bridges Investment Management Inc ✚
CRD #	108028
SEC #	801-57056
CIK #	0001007295
AUM	$10.4 B (2025-03-31)
Employees	79 (34% Investors, 0% Brokers)
Phone	402-397-4700
Address	13333 California St Omaha, NE 68154
Source	[IAPD] [EDGAR] [Website] [Twitter]

Total AUM ($B) Copy

CIK	Period
0001007295	2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001007295

Sector	Form 13F Holdings	Value ($B)
	Microsoft Corp	0.5
	Amazon Com Inc	0.3
	Apple Inc	0.3
	Alphabet Inc	0.3
	Nvidia Corp	0.2
	Mastercard Inc	0.2
	Union Pacific Corp	0.2
	J P Morgan Chase & Co	0.2
	VISA Inc	0.1
	Palo Alto Networks Inc	0.1
	Facebook Inc	0.1
	Old Dominion Freight Line Inc/VA	0.1
	Broadcom Inc	0.1
	Progressive Corp/Oh/	0.1
	McGraw-hill Companies Inc	0.1
	UnitedHealth Group Inc	0.1
	Intuitive Surgical Inc	0.1
	BlackRock Inc	0.1
	Caseys General Stores Inc	0.1
	Lithia Motors Inc	0.1
	Lowes Companies Inc	0.1










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Type	Form D Funds	Date	Sold ($M)	AUM ($M)
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 ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	854	0.3
(b) Individuals (high net worth individuals)	747	4.9
(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	8	0.0
(h) Charitable organizations	112	2.9
(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	78	1.9
(n) Other	0	0.0
Total	2,870	10.4
By Discretionary
Discretionary	2,840	10.1
Non-Discretionary	30	0.3
Total	2,870	10.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		10.4
Total	2,870	10.4

Form D Directors	# Filings	# Firms	2011 - 2025
Richard Jarvis	4
Art Burtscher	3
Andrea McMahon	2
Michael App	2
Rodney Cerny	1
Edison Bridges III	1
Nicholas Wilwerding	1

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001007295]
D	[0001007295]

Comparable Firms	State	AUM ($B)
E Fund Management Hong Kong Co Limited ✚		12.5
Soltis Investment Advisors LLC ✚	UT	8.4
H M Payson & Co ✚	ME	8.1
Laird Norton Wetherby Wealth Management LLC ✚	CA	7.7
Evergreen Capital Management LLC ✚	WA	5.2
Trillium Asset Management LLC ✚	MA	5.0
LNW Wealth Management LLC ✚	WA	4.5
BIP Wealth LLC ✚	GA	3.4
Abacus Wealth Partners LLC ✚	CA	3.3
Popular Securities LLC ✚	PR	2.3

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Bridges Investment Management Inc

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