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BRIDGE33 INVESTMENT MANAGEMENT LLC

CRD 305580File 801-117912
APPROVED
Custody
Filing as of Apr 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.08B
Clients
6
6 accounts
Employees
25
Top 25% of cohort in WA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Jan 6, 2020
Principal office
601 UNION STREET, SUITE 1115, SEATTLE, WA, 98101
Phone
206-538-0083

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.08B
Discretionary AUM
$1.08B
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$179.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles6$1.08B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — ACQUISITION FEES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees11025decreased by85
Apr 1, 2026AUM$970,175,130$1,075,660,850increased by$105,485,720
May 1, 2025
vs Oct 1, 2022
Employees53110increased by57
May 1, 2025
vs Oct 1, 2022
Clients36increased by3
May 1, 2025
vs Oct 1, 2022
AUM$229,437,756$970,175,130increased by$740,737,374
May 1, 2025
vs Oct 1, 2022
Accounts36increased by3
Apr 1, 2022Employees2653increased by27
Apr 1, 2022Clients23increased by1
Apr 1, 2022AUM$220,000,000$229,437,756increased by$9,437,756
Apr 1, 2022Accounts23increased by1
Apr 1, 2021Registration—APPROVED

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

See plans that list “BRIDGE33 INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGE33 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.