BRIDGES CAPITAL LLC

RIASEC RegisteredEst. 2023
Total AUM
$252M
Discretionary
$89.7M
36% of AUM
Avg account
$2M
Accounts
127
Employees
1
Advisory reps
1

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
297718
Registered since
February 9, 2023
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Other
Client types
  • Other Investment Advisers64.35%
  • HNWI22.14%
  • Investment Companies7.95%
  • Corporations / Businesses3.89%
  • Individuals1.67%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bridges Capital LLC is an SEC-registered investment adviser that began registration in 2023 and is owned by an individual. The firm provides portfolio management services to individuals, small businesses and investment companies, and lists accounting among its business activities. Its stated fee model includes a percentage-of-assets-under-management component alongside other fee arrangements. The firm is not positioned as an ESG-focused manager and does not describe itself as a multi-state adviser. Investment activity centers on equity-oriented portfolios delivered through separately managed accounts. The adviser runs both discretionary mandates—where it can trade on client behalf—and non-discretionary relationships that leave final trading authority with clients. That mix suggests Bridges Capital combines hands-on portfolio construction with client-directed or consultative accounts. Given the firm’s accounting background and advisory services, tax-aware portfolio construction and reporting are likely part of the client offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 95%, US Government Bonds 5%95%
  • Exchange Traded Equities95%
  • US Government Bonds5%

Contacts

1 of 1
  • RAYMOND BRIDGES

    Managing MemberCRD 5889223

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

Fort Lauderdale, FL

BROWARD

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
3328 NE 32nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth