DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BRIDGEPORT PARTNERS

BRIDGEPORT MANAGEMENT COMPANY LLC, CRD 322871

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7df31165-8675-965b-08fd-2c537e7e3b40

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 1
Observed: Jun 30, 2023 to Aug 5, 2026
11 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Bridgeport Partners reported RAUM $476.5M, up 28% from $372.8M (2026-07-17 to 2026-08-05)

Dated 2026-08-05 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceAug 5, 2026 · seen 4 days ago

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Bridgeport Partners

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $476MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $476M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $476M
SEC number: 801-128478
CRD: 322871
Filings on the tape: 11
First filed: Jun 30, 2023
Latest filed: Aug 5, 2026
Organised: Limited Liability Company, DE
Website: bgptpartners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BGPT CATALYST, LP	Other Private Fund	$273M	Jun 28, 2024	10	Mar 31, 2023	reported	021-457673
BRIDGEPORT STRATEGIC OPPORTUNITIES PARTNERSHIP, LP	Hedge Fund	$31.8M	Jun 28, 2024	5	Aug 1, 2022	reported	021-455768

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARTIRE, FRANK	CO-MANAGING MEMBER	D	yes	07/2022	Jun 30, 2023	Jun 28, 2024
MARTIRE, FRANK, R.	CO-MANAGING MEMBER	D	yes	07/2022	Jun 30, 2023	Jun 28, 2024
SMITH, KIRBY, MARK	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	Na	yes	08/2022	Jun 30, 2023	Jun 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BGPT CATALYST GP, LLC	n/a	n/a	n/a	N	yes	n/a
BSOP GP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PONTE VEDRA BEACH	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$373M	$373M	10	9	1	2	n/a
2024	Mar 28, 2025	$356M	$356M	10	9	1	2	n/a
2023	Mar 19, 2024	$304M	$304M	9	8	1	2	$304M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$476M	$356M	33.9%	n/a	n/a	10	10	1	1

Relationships

Advises (2)

→ BGPT CATALYST, LPPrivate fundOther Private Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ BRIDGEPORT STRATEGIC OPPORTUNITIES PARTNERSHIP, LPPrivate fundHedge Fund, IA
Aug 1, 2022 to presentfactForm ADV

Controls (3)

← SMITH, KIRBY, MARKOwnerCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, ownership code NA, individual
Jun 30, 2023 to Jun 28, 2024factForm ADV
← MARTIRE, FRANKOwnerCO-MANAGING MEMBER, ownership code D, individual
Jun 30, 2023 to Jun 28, 2024factForm ADV
← MARTIRE, FRANK, R.OwnerCO-MANAGING MEMBER, ownership code D, individual
Jun 30, 2023 to Jun 28, 2024factForm ADV

Dated events

Occurred
Aug 5, 2026
Regulatory AUM changed
Bridgeport Partners reported RAUM $476.5M, up 28% from $372.8M (2026-07-17 to 2026-08-05)
Form ADVobserved 4 days ago
$104M
Occurred
Jun 30, 2023
First Form ADV filing
Bridgeport Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7df31165-8675-965b-08fd-2c537e7e3b40
First observed: Jun 30, 2023
Last observed: Aug 5, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIDGEPORT PARTNERS

BRIDGEPORT MANAGEMENT COMPANY LLC, CRD 322871

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7df31165-8675-965b-08fd-2c537e7e3b40

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BGPT CATALYST, LP

Other Private Fund

$273M

Jun 28, 2024

Mar 31, 2023

reported

021-457673

BRIDGEPORT STRATEGIC OPPORTUNITIES PARTNERSHIP, LP

Hedge Fund

$31.8M

Jun 28, 2024

Aug 1, 2022

reported

021-455768

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTIRE, FRANK

CO-MANAGING MEMBER

yes

07/2022

Jun 30, 2023

Jun 28, 2024

MARTIRE, FRANK, R.

CO-MANAGING MEMBER

yes

07/2022

Jun 30, 2023

Jun 28, 2024

SMITH, KIRBY, MARK

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

yes

08/2022

Jun 30, 2023

Jun 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BGPT CATALYST GP, LLC

n/a

yes

n/a

BSOP GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

PONTE VEDRA BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$373M

n/a

2024

Mar 28, 2025

$356M

n/a

2023

Mar 19, 2024

$304M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$476M

$356M

33.9%

n/a