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 active since 2012. The firm operates primarily as a manager of pooled investment vehicles, combining hedge fund and private equity capabilities under a multifaceted fund-manager classification. Its clients are institutional, and its fee model uses both a percentage-of-assets component and performance-based fees. Bridger functions in roles that include commodity pool operator/commodity trading adviser (CPO/CTA) activity and acts as sponsor, general partner, or managing member of pooled vehicles. The firm is not positioned as a capital allocator to external managers and does not identify as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Matthew Truax

    Chief Operating Officer, General Counsel & Chief Compliance OfficerCRD 5314368

Contacts

1 of 1
  • Roberto Mignone

    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

$2.8M in ETFs

Passive

100%

$2.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$2.8M83,119100.00%

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