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Building 2BRIDGE INVESTMENT GROUP

Map pinSANDY, UT
Phone801-716-1463
NotebookSEC #801-72790
Total AUM
$49.3B
Employees
610
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 E. SEGO LILY DRIVE
#400
SANDY
UT 84070
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
801-716-1463
Other Offices
11

ReceiptFinancials

Total AUM
$49.3B
Accounts
188
Discretionary
$48.7B
Accounts
155
Non-Discretionary
$629.4M
Accounts
33

ContactClients

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Pooled Vehicle Clients
151
AUM
$48.2B
Other Clients
37
AUM
$1.1B
Description of Other Clients
JOINT VENTURES AND SMAS

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR JOINT VENTURES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Pending Civil ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTFLGANCNJNYTXUT

HandshakeAffiliates

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Affiliates
Reported 54 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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