Form D · Other Investment Fund

Bridge Opportunity Zone Fund I-A LP

Sandy, UT · CIK 0001762612

Offering snapshot reported Jan 22, 2019 · SEC filing

Reported sold
Yet to sell
Offering amount: $1B
Investors reported
0
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 22, 2019AmendmentYet to sellNo comparison0SEC filing
Dec 24, 2018InitialYet 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
021-328838
This Form D/A is filed by Issuer to trigger a name change on EDGAR. General Partner reserves the right at its sole and absolute discretion to accept capital commitment in excess of $1 billion.

Source: Form D, filed Jan 22, 2019. 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 OPPORTUNITY ZONE FUND LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$1.04B
Beneficial owners
611
ADV minimum commitment
$250K

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 BANK OF AMERICA N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian BANK OF MONTREAL HARRIS NEW YORK, New York, United States Related to adviser: No
Custodian BANK OZK LITTLE ROCK, Arkansas, United States Related to adviser: No
Custodian JP MORGAN CHASE N.A. NEW YORK, New York, United States Related to adviser: No
Custodian SYNOVUS FINANCIAL CORP. COLUMBUS, Georgia, United States Related to adviser: No
Marketer BNY MELLON INVESTMENT ADVISER, INC. NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No
Marketer SAF FINANCIAL SECURITIES LLC 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

MORGAN STANLEY
CRD 149777 · SEC 801-70103

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

WELLS FARGO ADVISORS
CRD 19616 · SEC 801-37967

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-3304383377

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
Bridge Opportunity Zone Fund Gp Llc Promoter
John Samuel Pennington Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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