Bridge Net Lease Fund Manager LLC

RIASEC Registered
Total AUM
$843M
Discretionary
$843M
100% of AUM
Avg account
$843M
Accounts
1
Employees
587
Advisory reps
3

Firm details

Headquarters
Sandy, Utah
CRD number
316623
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Bridge Net Lease Fund Manager LLC is organized as an institutional registered investment adviser that serves institutional clients. The firm is owned as a domestic entity/individual and does not position itself as a capital allocator. Its fee model combines a percentage-of-assets arrangement with performance-based fees, indicating compensation tied partly to investment outcomes. The firm is not identified as an active ESG investor and is not classified as a multi-state or newly formed adviser; it also does not act as a pension consultant or related adviser. The firm reports multiple industry roles beyond investment advising, including broker-dealer activities, operation as an additional investment adviser, registration as a CPO/CTA, affiliation with an insurance company, and acting as sponsor, general partner, or managing member of pooled investment vehicles. Those roles imply the firm both advises and sponsors private pooled vehicles and may provide related distribution or insurance-linked services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Matthew Tucker

    Co-Chief Investment OfficerCRD 3178582

  • Jared Forsgren

    Jared Forsgren

    Chief Compliance Officer and Managing DirectorCRD 7357993

Contacts

1 of 1
  • Brandon Flickinger

    Brandon Flickinger

    Senior Managing DirectorCRD 4400381

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth