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Building 2BRIDGE CITY CAPITAL, LLC

Map pinLAKE OSWEGO, OR
Phone503-265-8554
NotebookSEC #801-96252
Total AUM
$354.7M
Employees
6
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CENTERPOINTE DRIVE
SUITE 565
LAKE OSWEGO
OR 97035
United States
Operating Hours
6:30AM- 3:00PM PST
Monday - Friday
Phone
503-265-8554

ReceiptFinancials

Total AUM
$354.7M
Accounts
40
Discretionary
$352.1M
Accounts
39
Non-Discretionary
$2.6M
Accounts
1

ContactClients

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HNW Individual Clients
22
AUM
$27.7M
Investment Company Clients
2
AUM
$25.2M
Pooled Vehicle Clients
1
AUM
$2.6M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
5
AUM
$41.3M
Government Entity Clients
9
AUM
$237.3M
Corporation or Business Clients
1
AUM
$20.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTMDNCNYORWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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