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BRIDGE CITY CAPITAL, LLC
CRD 148828File 801-96252
APPROVED
Retail clients
Filing as of Apr 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$354.7M
Below cohort median (national)
Discretionary AUM
$352.1M
Non-discretionary $2.6M
Clients
40
40 accounts
Employees
6
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 11, 2015
- Principal office
- ONE CENTERPOINTE DRIVE, SUITE 565, LAKE OSWEGO, OR, 97035
- Phone
- 503-265-8554
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $354.7M
- Discretionary AUM
- $352.1M
- Non-discretionary AUM
- $2.6M
- Discretionary accounts
- 39
- Non-discretionary accounts
- 1
- Total accounts
- 40
- AUM per client
- $8.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $20.6M |
| Investment companies | 2 | $25.2M |
| Charitable organizations | 5 | $41.3M |
| High net worth individuals | 22 | $27.7M |
| Pooled investment vehicles | 1 | $2.6M |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | 9 | $237.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Clients | 42 | 40 | decreased by2 |
| Apr 1, 2026 | AUM | $393,199,523 | $354,734,297 | decreased by$38,465,226 |
| Apr 1, 2026 | Accounts | 42 | 40 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 27 | 42 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $248,167,287 | $393,199,523 | increased by$145,032,236 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 27 | 42 | increased by15 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | AUM | $271,533,235 | $248,167,287 | decreased by$23,365,948 |
| 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 “BRIDGE CITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGE CITY” 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.