Bridge Investment Group
Firm details
- Headquarters
- Sandy, Utah
- CRD number
- 159127
- Registered since
- October 19, 2011
- Website
- www.bridgeig.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles97.81%
- Other2.19%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bridge Investment Group is an LLC that operates as a multi-strategy fund manager focused on pooled investment vehicles and real estate-related strategies. The firm is SEC-registered (since 2011) and serves institutional clients. Its business mix includes acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled vehicles. Fee arrangements combine a percentage of assets under management with performance-based fees. Bridge is not positioned as an ESG-focused manager and does not identify as a multi-state or newly formed adviser. The firm's classification spans several fund types: real estate funds, hedge funds, securitized-asset funds and other pooled vehicles. It also holds industry affiliations that include broker-dealer relationships, insurance company activity, and roles as sponsor, general partner or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Other99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4Jared Forsgren
Chief Compliance Officer and Managing DirectorCRD 7357993

Adam O'farrell
Chief Operating OfficerCRD 6186370

Jonathan Slager
Chief Executive OfficerCRD 5989081
Contacts
1 of 1
Dean Allara
Vice ChairmanCRD 5989082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sandy, UT
Salt Lake
Location
Sandy, UT
Headquartered in Sandy, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 111 E Sego Lily Dr
- Time zone
- MT (UTC-7)
- Office locations
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