Long Bridge Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 305952
- Website
- longbridgecapm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Long Bridge Capital Management is a small, client-focused RIA organized as an LLC that concentrates on discretionary portfolio management for individuals and families and for small businesses. The firm favors public, liquid equity exposure—exchange-traded equities and ETFs are the primary vehicle for delivering market exposure and making tactical adjustments. Its business model centers on percentage-of-AUM fees supplemented by other, client-specific arrangements. Long Bridge does not present itself as a multi-state or ESG-focused manager and is not positioned as a capital allocator; the investment program appears built around direct management of client portfolios rather than extensive third‑party manager programs.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities64%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities6%
- Investment Grade Corp Bonds6%
- US Government Bonds5%
Contacts
3 of 4William Lang
PrincipalCRD 3119811

Jon Dawn
PrincipalCRD 6344131

James Simmons
Director of ResearchCRD 2336504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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