Investment adviser · CRD 159127

BRIDGE INVESTMENT GROUP

Investment adviser filing (IA)

BRIDGE MULTIFAMILY FUND MANAGER LLC

SANDY, UT, United States · Form ADV filed Jul 1, 2026

Regulatory AUM: $49.3B
Client accounts: 188
Employees: 610
Advisory professionals: 205

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	151	$48,215,609,138	97.8%
Other clients	37	$1,080,515,475	2.2%

Filing source

Form ADV 2116983 · Jul 1, 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

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

BRIDGE OPPORTUNITY ZONE FUND IV LPReal Estate Fund · Last reported Jul 1, 2026$3.29BGross asset value

Form D fundraising filings

Bridge Opportunity Zone Fund IV LP

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE SALT LAKE CITY, Utah, United States

Custodian BANK OF THE OZARKS LITTLE ROCK, Arkansas, United States Related to adviser: No

Custodian BOK FINANCIAL PHOENIX, Arizona, United States Related to adviser: No

Custodian CANADIAN IMPERIAL BANK OF COMMERCE NEW YORK, New York, United States Related to adviser: No

Custodian CAPITAL ONE NEW YORK, New York, United States Related to adviser: No

Custodian GOLDMAN SACHS NEW YORK, New York, United States Related to adviser: No

Custodian JP MORGAN CHASE N.A. NEW YORK, New York, United States Related to adviser: No

Custodian SANTANDER BANK NEW YORK, New York, United States Related to adviser: No

Custodian SUNWEST BANK N.A SANDY, Utah, United States Related to adviser: No

Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No

Custodian UMB FINANCIAL CORPORATE SALT LAKE CITY, Utah, United States Related to adviser: No

Custodian WAFD BANK SEATTLE, Washington, United States Related to adviser: No

Custodian WINTRUST BANK NA ROSEMONT, Illinois, United States Related to adviser: No

Marketer BNY MELLON INVESTMENT ADVISER, INC. NEW YORK, New York, United States Related to adviser: No

Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Marketer CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No

Marketer J.P. MORGAN PRIVATE WEALTH ADVISORS LLC NEW YORK, New York, United States Related to adviser: No

Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No

Marketer MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No

Marketer ROCKEFELLER CAPITAL MANAGEMENT NEW YORK, New York, United States Related to adviser: No

Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No

Marketer WELLS FARGO ADVISORS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE
PCAOB 34

BNY MELLON INVESTMENT ADVISER, INC.
CRD 105642 · SEC 801-8147

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD 38357 · SEC 801-57242

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CRD 108559 · SEC 801-56293

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

MORGAN STANLEY
CRD 149777 · SEC 801-70103

ROCKEFELLER CAPITAL MANAGEMENT
CRD 291361 · SEC 801-114033

UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 801-7163

WELLS FARGO ADVISORS
CRD 19616 · SEC 801-37967

Fund details & source

Fund ID: 805-8333048127
Reported beneficial owners: 1,597
Minimum commitment: $250K
Form D file number: 021-392314

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II LPReal Estate Fund · Last reported Jul 1, 2026$2.88BGross asset value

Form D fundraising filings

Bridge Workforce & Affordable Housing Fund II LP

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE SALT LAKE CITY, Utah, United States

Custodian JP MORGAN CHASE N.A. NEW YORK, New York, United States Related to adviser: No

Custodian SILICON VALLEY BANK SALT LAKE CITY, Utah, United States Related to adviser: No

Marketer BARCLAYS CAPITAL INC. LONDON, United Kingdom Related to adviser: No

Marketer BNY MELLON INVESTMENT ADVISER, INC. NEW YORK, New York, United States Related to adviser: No

Marketer CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No

Marketer COMPASS SECURITIES CORPORATION BRAINTREE, Massachusetts, United States Related to adviser: No

Marketer GLENMEDE INVESTMENT MANAGEMENT, LP PHILADELPHIA, Pennsylvania, United States Related to adviser: No

Marketer IBK SECURITIES CO. LTD SEOUL, Korea, South Related to adviser: No

Marketer JEFFERIES LLC AHTERTON, California, United States Related to adviser: No

Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No

Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No

Marketer VERACITY CAPITAL LLC DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE
PCAOB 34

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

BNY MELLON INVESTMENT ADVISER, INC.
CRD 105642 · SEC 801-8147

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD 38357 · SEC 801-57242

COMPASS SECURITIES CORPORATION
CRD 16168 · SEC 8-33438

GLENMEDE INVESTMENT MANAGEMENT, LP
CRD 108165 · SEC 801-57826

JEFFERIES LLC
CRD 2347 · SEC 8-15074

MORGAN STANLEY
CRD 149777 · SEC 801-70103

UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 801-7163

VERACITY CAPITAL LLC
CRD 304272 · SEC 801-116934

Fund details & source

Fund ID: 805-6820185593
Reported beneficial owners: 1,225
Minimum commitment: $1M
Form D file number: 021-374383

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGE AGENCY MBS FUND LPHedge Fund · Last reported Jul 1, 2026$2.58BGross asset value

Form D fundraising filings

Bridge Agency MBS Fund LP

Feeder funds

BRIDGE AGENCY MBS FUND INTERNATIONAL LP

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE SALT LAKE CITY, Utah, United States

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No

Custodian CITI BANK NA NEW YORK, New York, United States Related to adviser: No

Marketer BAAR CAPITAL BAAR, Switzerland Related to adviser: No

Marketer CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No

Marketer HEPTAGON CAPITAL LONDON, United Kingdom Related to adviser: No

Marketer HEPTAGON CAPITAL LIMITED VALETTA, Malta Related to adviser: No

Marketer KB ASSET MANAGEMENT SEOUL, Korea, South Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE
PCAOB 34

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD 38357 · SEC 801-57242

Fund details & source

Fund ID: 805-9443372638
Reported beneficial owners: 108
Minimum commitment: $1M
Form D file number: 021-368384

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NEWBURY EQUITY PARTNERS V L.P.Other Private Fund · Last reported Jul 1, 2026$2.37BGross asset value

Form D fundraising filings

Newbury Equity Partners V L.P.

Feeder funds

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE & TOUCHE STAMFORD, Connecticut, United States

Custodian CITIZENS BANK NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC DENVER, Colorado, United States Related to adviser: No

Custodian SILICON VALLEY BANK NEWTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE
PCAOB 34

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source

Fund ID: 805-8276378174
Reported beneficial owners: 151
Minimum commitment: $250K
Form D file number: 021-352858

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGE OPPORTUNITY ZONE FUND III LPReal Estate Fund · Last reported Jul 1, 2026$2.34BGross asset value

Form D fundraising filings

Bridge Opportunity Zone Fund III LP

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE SALT LAKE CITY, Utah, United States

Custodian JP MORGAN CHASE N.A. NEW YORK, New York, United States Related to adviser: No

Custodian MERCHANTS BANK OF INDIANA CARMEL, Indiana, United States Related to adviser: No