POINT BRIDGE CAPITAL, LLC

RIASEC RegisteredEst. 2013
Total AUM
$420M
Discretionary
$224M
53% of AUM
Avg account
$6.2M
Accounts
68
Employees
2
Advisory reps
1

Firm details

Headquarters
FORT WORTH, Texas
CRD number
168071
Registered since
June 18, 2013
Custodians
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI56.42%
  • Pooled Investment Vehicles32.07%
  • Investment Companies11.51%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Point Bridge Capital, LLC is a boutique investment manager that blends public equity management with venture capital fund sponsorship. Registered in 2013 as a limited liability company, the firm serves both individual/family and institutional clients and charges fees on a percentage-of-AUM basis. Its advisory work spans separately managed accounts for individuals and small businesses, portfolio management for investment companies, and management of pooled investment vehicles where the firm often acts as sponsor, general partner, or managing member. Investment activity reflects a dual focus: a material allocation to exchange-traded public equities via SMAs and ETFs, alongside ownership and management of private funds—chiefly venture capital vehicles. Point Bridge is not identified as an active ESG investor, and it does not present itself as a multi-state or pension consultant adviser. The firm uses third-party alternative managers in several private strategies while maintaining direct management responsibilities for its venture funds and pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 57%, Private Funds 33%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 2%57%
  • Exchange Traded Equities57%
  • Private Funds33%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • HAL LAMBERT

    Founder and CEOCRD 4090327

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 WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
300 Throckmorton St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth