BRIDGEPORT ASSET MANAGEMENT, LLC.

Overview

Bridgeport Asset Management, LLC operates as an independent registered investment adviser focused on individual and family clients, with a service footprint that also includes small-business portfolio management. The firm combines fee-based asset management (percentage of AUM) with hourly financial planning engagements and maintains insurance brokerage capabilities, which it integrates into client solutions. Investment activity shows a strong bias toward equities, delivered predominantly through exchange-traded instruments; that emphasis suggests a preference for liquid, transparent equity exposure rather than heavy use of pooled private vehicles. The firm does not position itself as an ESG or pension consultant, and it is not structured as a multi-state or related adviser. Manager selection appears modest in scope: there is no notable allocation to third-party alternative fund managers listed, and the advisor’s model centers on equity portfolios supplemented by insurance-based products for specific planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices