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BRIDGER INVESTMENT PARTNERS LLC

CRD 323251File 801-126699
APPROVED
Custody
Filing as of May 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$920.2M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $920.2M
Clients
7
8 accounts
Employees
9
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Oct 6, 2022
Principal office
80 PINE STREET SUITE 3310, NEW YORK, NY, 10005
Phone
917-292-7146

Assets & accounts

ADV Item 5F
Total regulatory AUM
$920.2M
Discretionary AUM
$0
Non-discretionary AUM
$920.2M
Discretionary accounts
0
Non-discretionary accounts
8
Total accounts
8
AUM per client
$131.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles7$877.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • 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
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
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
Aug 17, 2026Clients87decreased by1
Jun 1, 2026Employees109decreased by1
Jun 1, 2026AUM$949,043,538$920,220,591decreased by$28,822,947
Apr 1, 2026AUM$847,711,731$949,043,538increased by$101,331,807
Dec 1, 2025
vs May 1, 2025
Clients68increased by2
Dec 1, 2025
vs May 1, 2025
AUM$859,269,680$847,711,731decreased by$11,557,949
Dec 1, 2025
vs May 1, 2025
Accounts68increased by2
May 1, 2025Registration—APPROVED

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

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

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