|
⚲
|
| Point Bridge Capital LLC
✚
|
|
|---|---|
| CRD # | 168071 |
| SEC # | 801-78217 |
| CIK # | |
| AUM | $387.4 M (2025-03-12) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 817-529-4600 |
| Address | 300 Throckmorton Street Fort Worth, TX 76102 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Star Castle Ventures VC LP - Wilder Systems Convert | [2025-03-12] | 1.6 | 1.6 |
| VC | Star Castle Ventures VC LP - Wilder Systems | 2024-03-15 | 3.5 | |
| VC | Star Castle Ventures VC LP - Umbra | [2023-03-20] | 12.1 | 22.8 |
| VC | Star Castle Ventures VC LP - Firehawk | [2022-10-05] | 7.8 | 15.3 |
| VC | Point Bridge Capital VC LP - Umbra | [2022-02-11] | 5.6 | 73.1 |
| VC | Star Castle Ventures VC LP - Umbra Series B | [2022-02-11] | 5.2 | 11.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 228.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 30.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 128.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 68 | 387.4 |
| By Discretionary | ||
| Discretionary | 67 | 232.9 |
| Non-Discretionary | 1 | 154.5 |
| Total | 68 | 387.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.4 | |
| Total | 68 | 387.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| PBC General Partner | 5 | ||
| Ryan Pbc General Partner | 1 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Point Bridge Capital LLC
✚
|
TX | 0.4 |
|
1 Tactical Advisor LLC
✚
|
NY | 0.0 |
|
2 Tactical Advisor LLC
✚
|
LA | 0.0 |
|
Tactical Advisor 8 LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.4 |
|
Kathleen S Wright Associates Inc
✚
|
PA | 0.4 |
|
Baldwin & Clarke Advisory Services LLC
✚
|
NH | 0.4 |
|
Certior Financial Group LLC
✚
|
PA | 0.4 |
|
Geneva Partners LLC
✚
|
WI | 0.4 |
|
Signature Wealth Management Partners LLC
✚
|
NJ | 0.4 |
|
Bishop & Company Investment Management LLC
✚
|
PA | 0.4 |
|
Blue Water Asset Management LLC
✚
|
MI | 0.4 |
|
Monex Asset Management Inc
✚
|
TX | 0.4 |
|
Precision Wealth Strategies LLC
✚
|
MO | 0.4 |