BRIDGEPOINT LLC

RIASEC RegisteredEst. 2022
Total AUM
$24.2B
Discretionary
$199M
1% of AUM
Avg account
$403M
Accounts
60
Employees
21
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
322260
Registered since
July 15, 2022
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Bridgepoint LLC is a privately organized investment adviser structured as a limited liability company and SEC-registered in 2022. The firm serves institutional clients and is owned by a combination of a foreign entity and an individual. It identifies as unclassified in regulatory filings and reports a fee model described as "other" rather than standard hourly, AUM, or performance-only structures. Bridgepoint does not self-identify as an active ESG investor and is not registered as a multistate adviser. Its regulatory activity includes roles beyond pure advisory work: it lists affiliations as an investment adviser, a CPO/CTA, and as a sponsor/GP or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Private Funds

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

Contacts

3 of 3
  • RUPPRECHT PRANCKH

    PartnerCRD 5190110

  • STEPHEN ESCUDIER

    PartnerCRD 6167795

  • JASON PAE

    Head of ComplianceCRD 7086211

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth