BRIDGEPORT MANAGEMENT SERVICES, LLC
Firm details
- Headquarters
- Cardiff, California
- CRD number
- 326650
- Registered since
- March 31, 2025
Firm profile
FINTRXOverview
Bridgeport Management Services, LLC is structured as a limited liability company that registers with the SEC (registration year listed as 2025) and is owned by an individual. The firm’s reported business activity centers on commodity pool operator (CPO) or commodity trading advisor (CTA) work; regulatory and industry affiliations are listed as an investment adviser and a CPO/CTA. The firm is classified as “unclassified” in the snapshot data and is not identified as a capital allocator, multi-state adviser, active ESG investor, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1CHRISTOPHER NERO
Founder & CEOCRD 4783370
Contacts
3 of 3Marcus Steele
DirectorCRD 7749745
David Stefanick
Director, Investment SolutionsCRD 6957576
JASON BRANDT
PresidentCRD 6817744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cardiff, CA
SAN DIEGO
Location
Cardiff, CA
Headquartered in Cardiff, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 160 Chesterfield Dr
- Time zone
- PT (UTC-8)
- Office locations
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