Bridge City Capital, LLC
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Overview
Bridge City Capital, LLC operates as a financial advisor company located in Lake Oswego, Oregon. The firm has $202.8 million in assets under management throughout 26 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The firm has a small group, including 5 financial advisors. Bridge City Capital, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets such as options, equities and bonds.
Bridge City Capital, LLC oversees more than half of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell judgments for the client's account without requiring the customer's consent. It also manages one non-discretionary accounts totaling $1.5 million in assets. Bridge City Capital, LLC manages roughly $7.8 million in assets for every customer account. An average advisor at Bridge City Capital, LLC oversees about five client accounts, placing it among the more personalized firms in the country.
Bridge City Capital, LLC's headquarters is located at One Centerpointe Drive, Suite 565, Lake Oswego, Oregon 97035. Bridge City Capital, LLC is permitted to provide services to investors across a number of states, including California, New York, Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bridge City Capital, LLC by the Numbers
$202.8 million
7
26
$7.8 million
Fee Structure
A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by the firm typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bridge City Capital, LLC works with a broad range of investors. Bridge City Capital, LLC works with high net worth investors, pooled investment vehicles, pension plans, charitable organizations and state or municipal government entities. Out of its 26 customers, Bridge City Capital, LLC's largest client by number of accounts is high net worth investors, although it also serves 11 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 42.31%
- Other Individuals - 0%
- Corporations - 42.31%
- Charitable Organizations - 15.38%
* 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
Bridge City Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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