BRIDGE CITY CAPITAL, LLC

RIASEC RegisteredEst. 2015

Total AUM

$355M

Discretionary

$352M

99% of AUM

Avg account

$8.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LAKE OSWEGO, Oregon
CRD number: 148828
Registered since: May 11, 2015
Website: www.bridgecitycap.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government66.91%
Charitable Organizations11.64%
HNWI7.82%
Investment Companies7.1%
Corporations / Businesses5.8%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bridge City Capital, LLC is a privately held limited liability company that has been SEC-registered since 2015 and is owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients, charging investment advisory fees on a percentage-of-assets-under-management basis. Its advisory mandate covers discretionary portfolio management across individual and small-business accounts, investment companies, pooled vehicles and institutional/business clients. The firm reports active engagement with environmental, social and governance (ESG) factors, and it does not present itself as a multi-state adviser or as a capital allocator. Bridge City’s stated emphasis is on equity-centric management while supplementing portfolios with third-party strategies and pooled vehicles where appropriate.