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BRIDGE INVESTMENT GROUP

Legal name: BRIDGE MULTIFAMILY FUND MANAGER LLC

CRD 159127File 801-72790
APPROVED
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$49.30B
Top 10% of cohort (national)
Discretionary AUM
$48.67B
Non-discretionary $629.4M
Clients
151
188 accounts
Employees
610
Top 10% of cohort in UT

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Oct 19, 2011
Principal office
111 E. SEGO LILY DRIVE, #400, SANDY, UT, 84070
Phone
801-716-1463

Assets & accounts

ADV Item 5F
Total regulatory AUM
$49.30B
Discretionary AUM
$48.67B
Non-discretionary AUM
$629.4M
Discretionary accounts
155
Non-discretionary accounts
33
Total accounts
188
AUM per client
$326.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles151$48.22B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11H2

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients188151decreased by37
Apr 1, 2026Clients190188decreased by2
Apr 1, 2026AUM$49,013,223,982$49,296,124,613increased by$282,900,631
Apr 1, 2026Accounts190188decreased by2
Dec 1, 2025
vs May 1, 2025
Employees2,130610decreased by1,520
Dec 1, 2025
vs May 1, 2025
DisclosuresNoYes
May 1, 2025
vs Oct 1, 2022
Employees1,8002,130increased by330
May 1, 2025
vs Oct 1, 2022
Clients116190increased by74
May 1, 2025
vs Oct 1, 2022
AUM$36,346,503,000$49,013,223,982increased by$12,666,720,982
May 1, 2025
vs Oct 1, 2022
Accounts116190increased by74
Apr 1, 2022Employees4,0001,800decreased by2,200
Apr 1, 2022Clients30116increased by86
Apr 1, 2022AUM$25,204,382,071$36,346,503,000increased by$11,142,120,929
Apr 1, 2022Accounts30116increased by86
Sep 1, 2021Employees4,1004,000decreased by100

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BRIDGE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGE 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.