Form D · Other Investment Fund

Bridge Workforce & Affordable Housing Fund II-R LP

Sandy, UT · CIK 0001822637

Offering snapshot reported Aug 28, 2020 · SEC filing

Reported sold: $3.25M
Investors reported: 5
Minimum accepted: $1M
First sale: Aug 21, 2020

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 28, 2020	Initial	$3,250,000	No comparison	5	SEC 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: 021-374386

General Partner reserves the right in its sole and absolute discretion to accept capital commitment in excess of $1.5 billion.

Source: Form D, filed Aug 28, 2020. 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 WORKFORCE AND AFFORDABLE HOUSING FUND II-R LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value: $821M
Beneficial owners: 180
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 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 JEFFRIES CAPITAL MANAGEMENT, 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

JEFFRIES CAPITAL MANAGEMENT, LLC
CRD 113190

MORGAN STANLEY
CRD 149777 · SEC 801-70103

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

VERACITY CAPITAL LLC
CRD 304272 · SEC 801-116934

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-7654655556

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
Name	Reported role
Bridge Workforce And Affordable Housing Fund Ii 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