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 an SEC-registered limited liability company that began registration in 2015 and operates as an institutional registered investment adviser owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory mandates cover portfolio management across individual and small business accounts, investment companies, pooled investment vehicles, and institutional or business accounts. The firm identifies as an active ESG investor and states a preference for equity-oriented strategies.