Form D · Other Investment Fund

Bridge Agency MBS Fund LP

Sandy, UT · CIK 0001814050

Offering snapshot reported Feb 10, 2025 · SEC filing

Reported sold
$5.13M
Indefinite offering
Investors reported
7
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Oct 1, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.56M$5.13MJun 5, 2020Feb 14, 2024: $4,750,000.00Feb 14, 2024Feb 10, 2025: $5,125,000.00Feb 10, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$4,750,000 → $5,125,000
  • Reported investors9 → 7

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 10, 2025Amendment$5,125,000$375,000vs Feb 14, 20247SEC filing
Feb 14, 2024Amendment$4,750,000No comparison9SEC filing
Jun 5, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-368384

Source: Form D, filed Feb 10, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BRIDGE AGENCY MBS FUND LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$2.58B
Beneficial owners
108
ADV minimum commitment
$1M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-9443372638

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Mohit Chandarana Executive
James Chung Executive
Krishna Gudavalli Executive
Jeehae Lee Executive
Bridge Agency Mbs Fund Gp Llc Promoter
Robert Morse Executive
Adam O'farrell Executive
John Samuel Pennington Executive
Jonathan Slager Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
111 E. Sego Lily Drive Suite 400
Sandy, UT, 84070