BRIDGER MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$485M
Discretionary
$485M
100% of AUM
Avg account
$162M
Accounts
3
Employees
8
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
160738
Registered since
March 27, 2012
Custodians
J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bridger Management LLC is an SEC-registered investment manager organized as an LLC and operating since 2012. The firm is structured as a multi-strategy manager with classifications that include hedge fund and private equity activity; it also acts in commodity pool/commodity trading advisor (CPO/CTA) roles and provides portfolio management for pooled investment vehicles. Bridger targets institutional clients, charges a blend of percentage-of-AUM and performance-based fees, and does not position itself as a capital allocator. It does not describe itself as an active ESG investor and is not registered as a multi-state adviser. Bridger also serves in sponsor/GP and managing-member capacities for pooled vehicles, indicating direct operational involvement in the funds it manages rather than purely advisory or wholesale allocation activity.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 83%, Derivatives 11%, Public Funds/Mutual Funds 6%83%
  • Exchange Traded Equities83%
  • Derivatives11%
  • Public Funds/Mutual Funds6%

Owners & executives

1 of 1
  • MATTHEW TRUAX

    Chief Operating Officer, General Counsel & Chief Compliance OfficerCRD 5314368

Contacts

1 of 1
  • ROBERTO MIGNONE

    Founder and Managing PartnerCRD 2523014

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$3.2M in ETFs

Passive

100%

$3.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$3.2M83,119100.00%

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
90 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth