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BRIDGEPOINT LLC

CRD 322260File 801-126110
APPROVED
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$24.18B
Top 10% of cohort (national)
Discretionary AUM
$198.8M
Non-discretionary $23.98B
Clients
60
60 accounts
Employees
21
Top 10% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 15, 2022
Principal office
ONE WORLD TRADE CENTER, SUITE 58A, NEW YORK, NY, 10007
Phone
212-324-5200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$24.18B
Discretionary AUM
$198.8M
Non-discretionary AUM
$23.98B
Discretionary accounts
1
Non-discretionary accounts
59
Total accounts
60
AUM per client
$403.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles60$24.18B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — COST REIMBURSEMENT

Advisory activities

  • Other advisory activities

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
May 1, 2026Clients5960increased by1
May 1, 2026AUM$24,035,594,797$24,181,475,837increased by$145,881,040
May 1, 2026Accounts5960increased by1
Apr 1, 2026Employees1821increased by3
Apr 1, 2026Clients4259increased by17
Apr 1, 2026AUM$15,861,871,083$24,035,594,797increased by$8,173,723,714
Apr 1, 2026Accounts4259increased by17
May 1, 2025
vs Oct 1, 2022
Employees1718increased by1
May 1, 2025
vs Oct 1, 2022
Clients2442increased by18
May 1, 2025
vs Oct 1, 2022
AUM$8,755,248,558$15,861,871,083increased by$7,106,622,525
May 1, 2025
vs Oct 1, 2022
Accounts2442increased by18
Aug 1, 2022Registration—APPROVED

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

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

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