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BRIDGE CAPITAL ADVISORS

Institutional

N·HOUSTON, TX

Data as of Sep 30, 2024 · Source: SEC Form ADV

Total AUM

$687M

1-Year AUM Growth

+23.7%

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$687M

Discretionary AUM$500M

Non-Discretionary AUM$187M

Discretionary %72.7%

Total Clients7

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record6

First FilingMay 15, 2022

Latest FilingSep 30, 2024

🔒 Full AUM trend chart and 6 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BRIDGE CAPITAL ADVISORS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.