BANBRIDGE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
342310

Firm profile

FINTRX

Overview

Banbridge Management, LLC is organized as a limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm is not identified as a traditional capital allocator serving a broad roster of advisory clients: regulatory-style fields such as fee structure, advisory activities and client base are not populated in the source data. The firm is not flagged as an active ESG investor, is not a multistate adviser, and is not described as newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Philip Lezar

    PartnerCRD 8258901

  • Robert Sickles

    PartnerCRD 6992955

  • JOEL RADTKE

    CRD 2800179

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
5830 Granite Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth