Bridger Management LLC
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Learn more about Bridger Management LLC
Overview
Bridger Management LLC operates as a financial advisor company located in New York, New York. Bridger Management LLC handles $825.1 million in assets under management across five client accounts, making it one of the bigger firms in the country by assets under management (AUM). The firm has a small team, including 8 financial advisors. Bridger Management LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, equities and options.
Bridger Management LLC administers all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without requiring client approval. Bridger Management LLC oversees about $165.0 million in assets for every client account. The typical advisor at Bridger Management LLC oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's main office is at 90 Park Avenue 40Th Fl, New York, New York 10016. The firm is registered to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bridger Management LLC by the Numbers
$825.1 million
13
5
$165.0 million
Fee Structure
Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Bridger Management LLC may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its five clients, Bridger Management LLC's biggest client group by number of accounts is pooled investment vehicles. Around 40% of the firm's customers are represented by people from outside of the U.S.
- 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
Bridger Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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