Bridge Investment Group Partners, LLC (Murray)

Name: Bridge Investment Group Partners, LLC
Address: 5295 Commerce Dr., Murray, UT, 84107
Telephone: 801-716-4553

Bridge Investment Group Partners, LLC is a large advisory firm based in Murray. It manages $6.7 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Delaware, Florida, and 3 other states.

Bridge Investment Group Partners provides portfolio management for pooled investment vehicles and real estate private fund limited partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as investment manager to real estate related funds.

Bridge Investment Group Partners: assets under management

The assets under management (AUM) of Bridge Investment Group Partners, LLC is $6.7 billion. The firm's AUM has grown by 457% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.72 billion in discretionary accounts and $982 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $163.67 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bridge Investment Group Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bridge Investment Group Partners, LLC

James Chung has served as the Chief Investment Officer since 1 Jan 2014. Chad Douglas Briggs joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donaldson Lee Hartman	Chief executive officer / board / principal	1 Sep 2011	Other	2776761
Dean Anthony Allara	Board of directors / coo / principal	1 Sep 2011	Other	5989082
Christian Valentine Young	Board of directors / principal	1 Sep 2011	Other	5989083
Paul Sidney Hutchinson	Director, capital markets / principal	1 Sep 2011	Other	5989084
Chad Douglas Briggs	Chief financial officer / principal	1 Sep 2011	Other	5989085
Winston Cham Chiu	Board of directors	1 Sep 2011	Other	3070633
Danuel Rodney Stanger	Board of directors	1 Sep 2011	Other	1145317
John Samuel Pennington	Chief compliance officer / principal	1 Oct 2011	Other	5984801
Robert Randolph Morse	Board chairman / principal	1 Nov 2011	Other	1799666
Llc Rbp Capital Holdings	Member	1 Jan 2012	75% - 100%	45-4084424
Jonathan Peter Slager	Board of directors / cio / principal	1 Jan 2012	Other	5989081
Bridge Investment Group Llc	Member	1 Jan 2012	75% - 100%	45-4084424
James Chung	Chief investment officer	1 Jan 2014	Other	3250101

Indirect Owners

The SEC currently registers 24 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Samuel Pennington	Member, manager	1 Sep 2011	Other	5984801
Robert Randolph Morse	Member, manager	1 Sep 2011	25% - 50%	1799666
Donaldson Lee Hartman	Member, manager	1 Nov 2011	Other	2776761
Jonathan Peter Slager	Member, manager	1 Nov 2011	Other	5989081
Winston Cham Chiu	Member	1 Nov 2011	Other	3070633
Dean Anthony Allara	Member, manager	1 Nov 2011	Other	5989082
Christian Valentine Young	Member, manager	1 Nov 2011	Other	5989083
Danuel Rodney Stanger	Member, manager	1 Nov 2011	Other	1145317
Paul Sidney Hutchinson	Member, manager	1 Nov 2011	Other	5989084
David Russell Minnick	Member	1 Nov 2011	Other	5989086
Terence Kevin Anderson	Member	1 Nov 2011	Other	5989087
Richard Wayne Stayner	Member	1 Nov 2011	Other	5989088
Brad Dale Andrus	Member	1 Nov 2011	Other	5989089
Kelley David Hansen	Member	1 Nov 2011	Other	1607278
Robert Burr Hallock	Member	1 Nov 2011	Other	5989090
Llc Bridge Investment Group	Member	1 Dec 2011	25% - 50%	74-3108602
Ltd Pmn Real Estate Investments	Member	1 Dec 2011	25% - 50%	98-1029738
Llc Rfg Roc	Member	1 Dec 2011	Other	45-3364473
Llc Bridge Founders Group	Member	1 Dec 2011	25% - 50%	74-3108602
Douglas Kent Anderson	Member	1 Jan 2012	Other	6019127
Adam Bernard O'farrell	Member	1 Jan 2013	Other	6186370
Matthew Turner Degraw	Member	1 Jan 2013	Other	6186377
Matthew Lynn Jensen	Member	1 Jan 2013	Other	6309026
Chad Douglas Briggs	Member	1 Jan 2014	Other	5989085

Based in Murray

The principal office where Bridge Investment Group Partners, LLC performs its advisory services is located at 5295 Commerce Dr., Murray, UT 84107, which is also the mailing address of the firm. An additional office of the firm is in Orlando, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-716-4553 or by fax 801-716-4519. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at bridge-igp.com.