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| Jefferson Bridge Capital LLC
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| CRD # | 325636 |
| SEC # | 801-128527 |
| CIK # | 0002102009 |
| AUM | 146.2 M (2026-01-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 615-312-7750 |
| Address | 3322 West End Avenue Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002102009 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intl FCStone Inc | 7.4 | ||
| Broadcom Inc | 4.8 | ||
| HCA Holdings Inc | 4.4 | ||
| National Health Investors Inc | 3.7 | ||
| Pinnacle Financial Partners Inc | 3.4 | ||
| Apple Inc | 3.1 | ||
| Chevron Corp | 2.8 | ||
| Alphabet Inc | 2.8 | ||
| Duke Energy Corp | 2.8 | ||
| Microsoft Corp | 2.4 | ||
| Merck & Co Inc | 2.3 | ||
| Old Republic International Corp | 2.3 | ||
| Ace Ltd | 2.1 | ||
| Palo Alto Networks Inc | 2.1 | ||
| Johnson & Johnson | 2.1 | ||
| Transdel Pharmaceuticals Inc | 2.0 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Delta Air Lines Inc | 1.7 | ||
| Lilly Eli & Co | 1.6 | ||
| Denali Holding Inc | 1.5 | ||
| Pfizer Inc | 1.5 | ||
| Salesforce Com Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.2 |
| (b) Individuals (high net worth individuals) | 2 | 6.7 |
| (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 | 14 | 136.3 |
| (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 | 42 | 146.2 |
| By Discretionary | ||
| Discretionary | 42 | 146.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 146.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.2 | |
| Total | 42 | 146.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002102009] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fort Advisors Inc
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|
TX | 146.3 M |
|
CURA & Senectus Investment AG
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146.2 M | |
|
Peterson Investment Management Inc
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146.1 M | |
|
Core Alpha Inc
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NY | 146.1 M |
|
Millennial Wealth Advisors LLC
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146.0 M | |
|
FC Wealth Inc
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WA | 146.0 M |
|
Alpha Capital Advisors Inc
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ME | 146.0 M |
|
North Compass Financial Advisors LLC
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|
MN | 146.0 M |
|
The Stewardship Center Inc
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|
145.9 M | |
|
KI Capital Wealth Management US LLC
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|
FL | 145.9 M |