← Directory
BRIDGE CAPITAL ADVISORS
CRD 317554File 801-125879
APPROVED
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$725.2M
Above cohort median (national)
Discretionary AUM
$725.2M
Clients
9
9 accounts
Employees
3
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 14, 2022
- Principal office
- 5718 WESTHEIMER RD, SUITE 1000, HOUSTON, TX, 77057
- Phone
- 2813560193
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $725.2M
- Discretionary AUM
- $725.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $80.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $350.0M |
| Pooled investment vehicles | 7 | $200.0M |
| Banking or thrift institutions | Fewer than 5 | $175.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for 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 |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | AUM | $547,982,400 | $687,300,503 | increased by$139,318,103 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $547,982,400 | increased by$547,982,400 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 7 | increased by7 |
| Jul 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIDGE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGE CAPITAL” 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.