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 a privately held investment manager that combines fund sponsor activity with pooled-vehicle portfolio management. The firm targets institutional clients and operates across several product types, including real estate funds, hedge strategies, and securitized-asset vehicles. Its business lines include acting as a CPO/CTA and serving as sponsor, general partner, or managing member of pooled funds; it also maintains affiliations with broker-dealers and insurance companies. Compensation mixes percentage-of-AUM fees with performance-based fees, and the adviser does not identify as an active ESG investor. The firm is organized as an LLC and has been SEC-registered since 2011. Its classification on filings reflects a multifaceted fund manager approach rather than a single-strategy RIA, with explicit activity around pooled vehicle portfolio management and third-party fund sponsorship.

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

    Chief Compliance Officer and Managing DirectorCRD 7357993

  • ADAM O'FARRELL

    Chief Operating OfficerCRD 6186370

  • JONATHAN SLAGER

    Chief Executive OfficerCRD 5989081

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Contacts

1 of 1
  • 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