Investment adviser · CRD 108028

BRIDGES INVESTMENT MANAGEMENT INC

Investment adviser filing (IA)

OMAHA, NE, United States · Form ADV filed Sep 11, 2026

Regulatory AUM: $11.3B
Client accounts: 3,175
Employees: 79
Advisory professionals: 30

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
High-net-worth individuals	752	$5,207,929,729	46.1%
Charities	110	$3,107,041,997	27.5%
Corporations & businesses	88	$2,280,423,716	20.2%
Individuals	919	$379,457,125	3.4%
Investment companies	1	$226,083,292	2.0%
Pooled investment vehicles	1	$73,807,817	0.7%
Retirement plans	4	$32,810,224	0.3%
Banks & thrifts	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2131414 · Sep 11, 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

11 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.

BRIDGES PRIVATE EQUITY FUND I, LPPrivate Equity Fund · Last reported Sep 11, 2026$73.8MGross asset value

Form D fundraising filings

BRIDGES PRIVATE EQUITY FUND I, L.P.

Fund administrator SS&C GLOBE OP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS LLP OMAHA, Nebraska, United States

Custodian BRIDGES TRUST COMPANY OMAHA, Nebraska, United States Related to adviser: Yes

Provider details

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

FORVIS LLP
PCAOB 686

Fund details & source

Fund ID: 805-1614552920
Reported beneficial owners: 21
Minimum commitment: $1M
Form D file number: 021-499093

Form ADV 2131414 · Sep 11, 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.

BRIDGES CORE INCOME LLC F/K/A WESTWOOD CORE INCOME LLCOther Private Fund · Last reported Nov 1, 2018$24.3MGross asset value

Auditor BKD, LLP OMAHA, Nebraska, United States

Custodian FIRST NATIONAL BANK OF OMAHA OMAHA, Nebraska, United States Related to adviser: No

Provider details

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

BKD, LLP
PCAOB 686

Fund details & source

Fund ID: 805-8562524178
Reported beneficial owners: 7
Minimum commitment: $1M
Form D file number: 021-139577

Form ADV 1249334 · Nov 1, 2018 · 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.

BRIDGES TOTAL RETURN LLC F/K/A WESTWOOD TOTAL RETURN LLCOther Private Fund · Last reported Mar 29, 2019$1.51MGross asset value

Auditor BKD, LLP OMAHA, Nebraska, United States

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

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

Custodian FIRST NATIONAL BANK OF OMAHA OMAHA, Nebraska, United States Related to adviser: No

Provider details

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

BKD, LLP
PCAOB 686

Fund details & source

Fund ID: 805-4846274657
Reported beneficial owners: 6
Minimum commitment: $1M
Form D file number: 021-139579

Form ADV 1296944 · Mar 29, 2019 · 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.

BRIDGES DIVERSIFIED CORE EQUITY LLC F/K/A WESTWOOD DIVERSIFIED CORE EQUITY LLCOther Private Fund · Last reported Mar 29, 2019$1.49MGross asset value

Auditor BKD, LLP OMAHA, Nebraska, United States

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

Custodian FIRST NATIONAL BANK OF OMAHA OMAHA, Nebraska, United States Related to adviser: No

Provider details

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

BKD, LLP
PCAOB 686

Fund details & source

Fund ID: 805-2242812105
Reported beneficial owners: 6
Minimum commitment: $1M
Form D file number: 021-129882

Form ADV 1296944 · Mar 29, 2019 · 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.

BRIDGES CORE INCOME - TAX EXEMPT LLC F/K/A WESTWOOD CORE INCOME - TAX EXEMPT LLCOther Private Fund · Last reported Mar 29, 2019$1.32MGross asset value

Auditor BKD, LLP OMAHA, Nebraska, United States

Custodian FIRST NATIONAL BANK OF OMAHA OMAHA, Nebraska, United States Related to adviser: No

Provider details

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

BKD, LLP
PCAOB 686

Fund details & source

Fund ID: 805-8250632758
Reported beneficial owners: 5
Minimum commitment: $1M
Form D file number: 021-139576

Form ADV 1296944 · Mar 29, 2019 · 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.

BRIDGES FOCUSED CORE EQUITY LLC F/K/A WESTWOOD FOCUSED CORE EQUITY LLCOther Private Fund · Last reported Mar 29, 2019$706KGross asset value

Auditor BKD, LLP OMAHA, Nebraska, United States

Custodian FIRST NATIONAL BANK OF OMAHA OMAHA, Nebraska, United States Related to adviser: No

Provider details

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

BKD, LLP
PCAOB 686

Fund details & source

Fund ID: 805-6534580188
Reported beneficial owners: 6
Minimum commitment: $1M
Form D file number: 021-80456

Form ADV 1296944 · Mar 29, 2019 · 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.

BRIDGES DIVERSIFIED SMALL/MID CAP LLC F/K/A WESTWOOD DIVERSIFIED SMALL/MID CAP LLCOther Private Fund · Last reported Mar 29, 2019$700KGross asset value

Auditor BKD, LLP OMAHA, Nebraska, United States

Custodian FIRST NATIONAL BANK OF OMAHA OMAHA, Nebraska, United States Related to adviser: No

Provider details

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

BKD, LLP
PCAOB 686

Fund details & source

Fund ID: 805-9728683538
Reported beneficial owners: 6
Minimum commitment: $1M
Form D file number: 021-139578

Form ADV 1296944 · Mar 29, 2019 · 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.

Services & filing details

Most recent filing: Sep 11, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

13333 CALIFORNIA ST, SUITE 500
OMAHA, NE, 68154, United States

CRD 108028

Filing source

Form ADV 2131414 · Sep 11, 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.