Bridge Growth Partners, LLC (New York)

Name: Bridge Growth Partners, LLC
Address: 510 Madison Avenue, New York, NY, 10022
Telephone: 212-560-1170

Bridge Growth Partners, LLC is a large advisory firm based in New York. It manages $485.21 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013.

Bridge Growth Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bridge Growth Partners: assets under management

The assets under management (AUM) of Bridge Growth Partners, LLC is $485.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 120% since the beginning of its operation, and $485.21 million of the total AUM is attributable to clients outside of the United States.

The firm manages $485.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.6 million each.

Bridge Growth Partners has custody of $485.21 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bridge Growth Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Bridge Growth Partners serves?

The only and largest group of clients of Bridge Growth Partners is pooled investment vehicles with 2 clients and $485.21 million of assets under management. Among the 11 most similar advisory firms, Bridge Growth Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $485.21 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Bridge Growth Partners also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Bridge Growth Partners, LLC

The company employs 12 people that are either part- or full-time employees. 92 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alok (Nmn) Singh	Managing principal	1 Jun 2013	25% - 50%	1960827
Sander Morton Levy	Managing principal	1 Jun 2013	25% - 50%	1747017
Thomas Michael Manley	Senior managing director/chief administrative officer/chief compliance officer/chief financial officer	1 Jun 2013	Other	6239017
Joseph Michael Tucci	Non-employee executive committee member	1 Jun 2013	Other	6244084
Kevin Thomas Parker	Managing principal	1 Jun 2013	25% - 50%	6244085
Alison Catchpole	Chief compliance officer/ chief financial officer	1 Jan 2018	Other	6028779

Based in New York

The principal office where Bridge Growth Partners, LLC performs its advisory services is located at 510 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-560-1170 or by fax 212-308-7583. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at bridgegrowthpartners.com.