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BRIDGES INVESTMENT MANAGEMENT INC
CRD 108028File 801-57056
APPROVED
Retail clients
Custody
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.31B
Top 10% of cohort (national)
Discretionary AUM
$11.00B
Non-discretionary $306.6M
Clients
1,875
3,175 accounts
Employees
79
Top 10% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 9, 1999
- Principal office
- 13333 CALIFORNIA ST, SUITE 500, OMAHA, NE, 68154
- Phone
- 402-397-4700
- Website
- HTTP://WWW.BRIDGESINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.31B
- Discretionary AUM
- $11.00B
- Non-discretionary AUM
- $306.6M
- Discretionary accounts
- 3,145
- Non-discretionary accounts
- 30
- Total accounts
- 3,175
- AUM per client
- $6.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 88 | $2.28B |
| Investment companies | 1 | $226.1M |
| Charitable organizations | 110 | $3.11B |
| High net worth individuals | 752 | $5.21B |
| Pooled investment vehicles | 1 | $73.8M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 4 | $32.8M |
| Individuals (other than high net worth individuals) | 919 | $379.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,801 | 1,875 | increased by74 |
| Apr 1, 2026 | AUM | $10,380,538,213 | $11,307,553,900 | increased by$927,015,687 |
| Apr 1, 2026 | Accounts | 2,870 | 3,175 | increased by305 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 61 | 79 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,438 | 1,801 | increased by363 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,736,963,182 | $10,380,538,213 | increased by$1,643,575,031 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,085 | 2,870 | increased by785 |
| Apr 1, 2022 | Employees | 60 | 61 | increased by1 |
| Apr 1, 2022 | Clients | 1,348 | 1,438 | increased by90 |
| Apr 1, 2022 | AUM | $6,774,583,271 | $8,736,963,182 | increased by$1,962,379,911 |
| Apr 1, 2022 | Accounts | 1,858 | 2,085 | increased by227 |
| Oct 1, 2021 | Disclosures | No | Yes | |
| Aug 1, 2021 | Employees | 53 | 60 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIDGES INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGES INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.