Bridge Alternatives Securities, LLC
Firm details
- Headquarters
- Lake Forest, Illinois
- CRD number
- 298625
- Registered since
- June 19, 2019
- Website
- www.bridgealternatives.com
Firm profile
FINTRXOverview
Bridge Alternatives Securities, LLC is organized as a limited liability company and is registered with the SEC since 2019. The firm is classified as a placement agent and is owned by an individual. Its regulatory filings identify it as an intermediary rather than a capital allocator. Available profile fields indicate the firm does not present itself as an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or related adviser. The record also marks it as not a newly formed adviser. Publicly listed profile items do not include detail on the firm's client base, fee schedules, specific business or advisory activities, or affiliations. That limited disclosure suggests Bridge Alternatives Securities operates in a referral/placement capacity with minimal publicly reported client- or product-level information.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Ryan Duncan
Managing Partner and Co-FounderCRD 4548906

Sharon Jones
CCOCRD 3124470

Michael Kennedy
PartnerCRD 2461112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Forest, IL
Lake
Location
Lake Forest, IL
Headquartered in Lake Forest, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 840 S Waukegan Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Shannon Advisors LLC
Broker-DealerLake Forest, IL
Cardinal Investments, Inc.
Broker-DealerColumbia, IL
Black Oak Securities, Inc.
Broker-DealerPawnee, IL
Dresner Investment Services, Inc.
Broker-DealerChicago, IL
Alight Financial Solutions, LLC
Broker-DealerChicago, IL
Coda Markets, Inc.
Broker-DealerWilmette, IL