← Directory
BRIDGE CAPITAL ADVISORS
CRD 317554File 801-125879
APPROVED
Filing as of Sep 29, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$687.3M
Above cohort median (national)
Discretionary AUM
$500.0M
Non-discretionary $187.3M
Clients
7
7 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
- $687.3M
- Discretionary AUM
- $500.0M
- Non-discretionary AUM
- $187.3M
- Discretionary accounts
- 5
- Non-discretionary accounts
- 2
- Total accounts
- 7
- AUM per client
- $98.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $350.0M |
| Pooled investment vehicles | 5 | $150.0M |
| Banking or thrift institutions | Fewer than 5 | $187.3M |
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.