|
⚲
|
| Keyboard |
| Point Bridge Capital LLC
✚
|
|
|---|---|
| CRD # | 168071 |
| SEC # | 801-78217 |
| CIK # | |
| AUM | 419.7 M (2026-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 817-529-4600 |
| Address | 300 Throckmorton Street Fort Worth, TX 76102 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Star Castle VC LP - Bow River | 2026-03-26 | 0.2 M | |
| VC | Star Castle Ventures VC LP - Blacklake | 2026-03-26 | 3.0 M | |
| VC | Star Castle Ventures VC LP - Firehawk Series C | 2026-03-26 | 3.3 M | |
| VC | Star Castle Ventures VC LP - Wilder Systems Convert | [2025-03-12] | 1.6 M | 1.6 M |
| Offered $1,600,000 · Filed 2025-01-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Star Castle Ventures VC LP - Wilder Systems | 2024-03-15 | 3.5 M | |
| VC | Star Castle Ventures VC LP - Umbra | [2023-03-20] | 12.1 M | 22.8 M |
| Offered $12,075,000 · Filed 2025-01-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Star Castle Ventures VC LP - Firehawk | [2022-10-05] | 7.8 M | 15.3 M |
| Offered $7,797,000 · Filed 2025-01-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $15,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Point Bridge Capital VC LP - Umbra | [2022-02-11] | 5.6 M | 73.1 M |
| Offered $10,000,000 · Filed 2020-11-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $4,387,700 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Star Castle Ventures VC LP - Umbra Series B | [2022-02-11] | 12.1 M | 11.7 M |
| Offered $12,075,000 · Filed 2025-01-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 236.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 48.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 134.6 |
| (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 | 419.7 |
| By Discretionary | ||
| Discretionary | 67 | 223.6 |
| Non-Discretionary | 1 | 196.1 |
| Total | 68 | 419.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.7 | |
| Total | 68 | 419.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Pbc General Partner | Director, Executive Officer | 5 | 2 | |
| Ryan Pbc General Partner | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Point Bridge Capital LLC
✚
|
TX | 419.7 M |
|
1 Tactical Advisor LLC
✚
|
NY | |
|
2 Tactical Advisor LLC
✚
|
LA | |
|
Tactical Advisor 8 LLC
✚
|
NY |
| Comparable Firms | State | AUM |
|---|---|---|
|
Giverny Capital Advisors LLC
✚
|
NJ | 420.9 M |
|
Graham Bordelon Golson & Gilbert Inc
✚
|
LA | 420.8 M |
|
Rubicon Advisors GP
✚
|
CA | 420.7 M |
|
Acima Private Wealth LLC
✚
|
VA | 420.4 M |
|
Genesee Capital Advisors LLC
✚
|
NY | 420.3 M |
|
Exeter Financial LLC
✚
|
AZ | 420.2 M |
|
Bowman & Company SC
✚
|
WI | 419.0 M |
|
Silver Oak Advisory Group Inc
✚
|
OR | 418.9 M |
|
Transce3Nd LLC
✚
|
TX | 418.9 M |
|
Alpha Leonis Partners LLC
✚
|
PA | 418.4 M |