Bridgepoint LLC
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Overview
Bridgepoint LLC operates as an advisory company based in New York, New York. The company has $1.1 billion in total assets throughout 29 customer accounts, making it one of the bigger firms in the United States by assets under management (AUM). The company has a small group, including 23 financial advisors. Bridgepoint LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, stocks and options.
Bridgepoint LLC manages zero of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell choices without requiring client approval. It also oversees 29 non-discretionary accounts totaling $1.1 billion in assets under management. The investment advisory firm administers roughly $36.5 million in assets for each account. The typical advisor at Bridgepoint LLC oversees around one client account, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is located at 10 East 53Rd Street, 28Th Floor, New York, New York 10022-5071.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bridgepoint LLC by the Numbers
$1.1 billion
23
29
$36.5 million
Fee Structure
Fees for financial advice usually vary depending on which services the firm provides the client. However, fees charged by the firm typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm caters to pooled investment vehicles. Out of its 29 accounts, Bridgepoint LLC's largest client type by number of accounts is pooled investment vehicles. About 100% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bridgepoint LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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