BRIDGE33 INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 305580
- Registered since
- January 6, 2020
- Website
- www.bridge33capital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bridge33 Investment Management LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2020. The firm is organized and operated around real estate investment strategies and functions primarily as the manager and sponsor of pooled investment vehicles. Its stated advisory activity is portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner and managing member for those vehicles. Bridge33 targets institutional clients and charges a mix of asset-based fees, performance fees and other fee arrangements. The firm does not market itself as an active ESG investor and is not identified as a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JAHAN MOSLEHI
CEO & Co-FounderCRD 4420110
Contacts
3 of 5Andy Chien
President, Co-FounderCRD 7170293
CARMEN DECKER
EVPCRD 8244297
ARSHAD SULTAN
Executive Vice PresidentCRD 4261347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 601 Union St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
FULCRUM CAPITAL, LLC
RIASEATTLE, WA
LUCID ADVISORS, INC.
RIASEATTLE, WA
ASPIRE CAPITAL ADVISORS LLC
RIASEATTLE, WA
HOHIMER WEALTH MANAGEMENT, LLC
RIASEATTLE, WA
RDST CAPITAL LLC
RIASEATTLE, WA
GREENE WEALTH MANAGEMENT, LLC
RIASEATTLE, WA