Bridge Investment Group

RIASEC RegisteredEst. 2011
Total AUM
$49.3B
Discretionary
$48.7B
99% of AUM
Avg account
$262M
Accounts
188
Employees
610
Advisory reps
5

Firm details

Headquarters
Sandy, Utah
CRD number
159127
Registered since
October 19, 2011
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • Jared Forsgren

    Jared Forsgren

    Chief Compliance Officer and Managing DirectorCRD 7357993

  • Adam O'farrell

    Adam O'farrell

    Chief Operating OfficerCRD 6186370

  • Jonathan Slager

    Jonathan Slager

    Chief Executive OfficerCRD 5989081

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Contacts

1 of 1
  • Dean Allara

    Dean Allara

    Vice ChairmanCRD 5989082

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth