Investment adviser · CRD 317554
BRIDGE CAPITAL ADVISORS
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $725M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $350,000,000 | 48.3% |
| Pooled investment vehicles | 7 | $200,000,000 | 27.6% |
| Banks & thrifts | Fewer than 5 | $175,207,032 | 24.2% |
Filing source
Form ADV 2133101 · Sep 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Performance-based
Principal office
5718 WESTHEIMER RD, SUITE 1000HOUSTON, TX, 77057, United States
CRD 317554
Filing source
Form ADV 2133101 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.