DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bridge Investment Group
Legal name Bridge Multifamily Fund Manager LLC
Latest filing Jul 1, 2026
First filing on the tape Jan 23, 2012 · 53 filings
SEC status approved since Oct 19, 2011
RAUM
$49B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
610
205 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
153
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$49B as of Jul 1, 2026
Mar 5, 2012$124M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 1, 2026
Feb 25, 20133 then
Employees (5.A)610 as of Jul 1, 2026
Feb 25, 201315 then
Private funds153 as of Jul 1, 2026
Mar 5, 20122 then
RAUM +0.6% over the last fiscal year+4.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $262MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $906M, 188 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$48B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 188reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $906M for 188 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.0 related_bd=true related_bank=true bd_reps=9.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
102 reported on Schedule D 7.B.(1)
All funds of Bridge Investment Group
Owners and control persons
Schedule A and B, latest filing
- Anthony Dean Allara · Board Of Directors, Vice Chairmancontrolsince 09/2011 · owns 5% to 10%
- Katherine Elsnab · Chief Financial Officercontrolsince 05/2022 · owns less than 5%
- Kent Jared Forsgren · Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
- Randolph Robert Morse · Board Chairmancontrolsince 11/2011 · owns 25% to 50%
- Bernard Adam O'Farrell · Ceo Of The Registered Investment Advisor, Board Of Directors, Coocontrolsince 01/2021 · owns less than 5%
- Peter Jonathan Slager · Board Of Directors, Chief Executive Officercontrolsince 01/2012 · owns 5% to 10%
- Anthony Dean Allara · Member, Managercontrolsince 11/2011 · owns F of Bridge Founders Group, LLC
- Randolph Robert Morse · Member, Managercontrolsince 09/2011 · owns 25% to 50% of Pmn Real Estate Investments, Ltd.
- Bernard Adam O'Farrell · Member, Managercontrolsince 01/2013 · owns F of Bridge Investment Group Holdings LLC
- Peter Jonathan Slager · Member, Managercontrolsince 11/2011 · owns F of Bridge Investment Group Holdings LLC
Entity owners
- Bridge Fund Management Holdings LLC · Memberdirect · owns 75% or more
- Bridge Investment Group Holdings Inc. · Member, Managerindirect · owns F of Bridge Investment Group Holdings LLC · public reporting company
- Bridge Investment Group Holdings LLC · Memberindirect · owns 75% or more of Bridge Fund Management Holdings LLC
- Flm Holdings, LLC · Memberindirect · owns 25% to 50% of Bridge Fund Management Holdings LLC
Related persons
Schedule D 7.A
- Bridge Agency Mbs Fund Gp LLCbankpooled vehicle sponsorn
- Bridge Agency Mbs Fund Manager LLCbankn
- Bridge Debt Strategies Fund Gp LLCpooled vehicle sponsorn
- Bridge Debt Strategies Fund II Gp LLCpooled vehicle sponsorn
- Bridge Debt Strategies Fund III Gp LLCpooled vehicle sponsorn
- Bridge Debt Strategies Fund IV Gp LLCpooled vehicle sponsorn
- Bridge Debt Strategies Fund V Gp LLCpooled vehicle sponsorn
- Bridge Investment Group Risk Management, Inc.real estaten
- Bridge Logistics US Venture I Gp LLCpooled vehicle sponsorn
- Bridge Logistics Value II Gp LLCpooled vehicle sponsorn
- Bridge Mf&Co Fund III Gp LLCpooled vehicle sponsorn
- Bridge Multifamily Cv Gp LLCpooled vehicle sponsorn
- Bridge Multifamily Fund IV Gp LLCpooled vehicle sponsorn
- Bridge Multifamily Fund V Gp LLCpooled vehicle sponsorn
- Bridge Net Lease Fund Manager LLCinvestment advisernRAUM $843M
- Bridge Office Fund Gp LLCpooled vehicle sponsorn
- Bridge Office Fund II Gp LLCpooled vehicle sponsorn
- Bridge Office Opportunities Fund III Gp LLCpooled vehicle sponsorn
- Bridge Opportunity Zone Fund Gp LLCpooled vehicle sponsorn
- Bridge Opportunity Zone Fund II Gp LLCpooled vehicle sponsorn
- Bridge Opportunity Zone Fund III Gp LLCpooled vehicle sponsorn
- Bridge Opportunity Zone Fund IV Gp LLCpooled vehicle sponsorn
- Bridge Opportunity Zone Fund V Gp LLCpooled vehicle sponsorn
- Bridge Opportunity Zone Fund Vi Gp LLCpooled vehicle sponsorn
- Bridge Renewable Energy Development Fund Gp LLCpooled vehicle sponsorn
- Bridge Seniors Housing & Medical Properties Fund Gp LLCpooled vehicle sponsorn
- Bridge Seniors Housing & Medical Properties Fund II Gp LLCpooled vehicle sponsorn
- Bridge Seniors Housing Fund III Gp LLCpooled vehicle sponsorn
- Bridge Single-Family Rental Fund IV Gp LLCpooled vehicle sponsorn
- Bridge Single-Family Rental Fund Manager LLCbankn
Advisers that list Bridge Investment Group as a related person
- 316623 y
Offices
Schedule D 1.F, the 25 largest
- New York, NY57 employees
- Atlanta, GA42 employees
- Charlotte, NC29 employees
- Stamford, CT22 employees
- Orlando, FL18 employees
- East Rutherford, NJ18 employees
- Dallas, TX11 employees
- Luxembourg, Luxembourg5 employees
- Newport Beach, CA3 employees
- San Mateo, CA3 employees
- Seoul, Korea, South2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Apr 30, 2026private funds (Schedule D 7.B.1) moved from 88.0 to 153.0 (+74.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +5.0% (318 comparable advisers, 96.0th percentile of changes)peers: asset managers, $20B and over (318) · 96% percentile
- employee count dropChange between filings · filing Apr 30, 2026employees (Item 5.A) moved from 2,130.0 to 610.0 (-71.0%) between the annual amendments of 2025-03-28 and 2026-04-30; the peer median change was +3.0% (461 comparable advisers, 0.0th percentile of changes)peers: asset managers, $20B and over (461) · 0.4% percentile
What changed
consecutive filings, newest first
- Accounts · 190 to 188Sep 19, 2025 to Mar 31, 2026
- Advisory employees · 300 to 205Sep 19, 2025 to Mar 31, 2026
- Pooled vehicle clients · 160 to 151Sep 19, 2025 to Mar 31, 2026
- Assets in custody · $50B to $906MSep 19, 2025 to Mar 31, 2026
- Private funds · 88 to 153Sep 19, 2025 to Mar 31, 2026
- Discretionary RAUM · $48B to $49BSep 19, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $912M to $629MSep 19, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $49B to $48BSep 19, 2025 to Mar 31, 2026
- RAUM · $49B to $49BSep 19, 2025 to Mar 31, 2026
- BD registered reps · 3 to 9Jul 7, 2025 to Sep 19, 2025
- Employees · 2,130 to 610Jul 7, 2025 to Sep 19, 2025
- Financial planning clients · 0 to 0Jul 7, 2025 to Sep 19, 2025
- Related broker-dealer · false to trueJul 7, 2025 to Sep 19, 2025
- Accounts · 132 to 190Feb 4, 2025 to Mar 28, 2025
- Advisory employees · 310 to 300Feb 4, 2025 to Mar 28, 2025
- BD registered reps · 0 to 3Feb 4, 2025 to Mar 28, 2025
- Pooled vehicle clients · 112 to 160Feb 4, 2025 to Mar 28, 2025
- Assets in custody · unset to 49851329751.0Feb 4, 2025 to Mar 28, 2025
- Custody of client assets · false to trueFeb 4, 2025 to Mar 28, 2025
- Employees · 2,300 to 2,130Feb 4, 2025 to Mar 28, 2025
- Financial planning clients · unset to 0Feb 4, 2025 to Mar 28, 2025
- Private funds · 78 to 88Feb 4, 2025 to Mar 28, 2025
- Discretionary RAUM · $45B to $48BFeb 4, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $2.0B to $912MFeb 4, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $45B to $49BFeb 4, 2025 to Mar 28, 2025
- RAUM · $47B to $49BFeb 4, 2025 to Mar 28, 2025
- Accounts · 122 to 132Feb 27, 2024 to Mar 28, 2024
- Advisory employees · 260 to 310Feb 27, 2024 to Mar 28, 2024
- Pooled vehicle clients · 105 to 112Feb 27, 2024 to Mar 28, 2024
- Assets in custody · 2039214646.0 to unsetFeb 27, 2024 to Mar 28, 2024
- Custody of client assets · true to falseFeb 27, 2024 to Mar 28, 2024
- Employees · 2,250 to 2,300Feb 27, 2024 to Mar 28, 2024
- State-registered IARs · 4 to 0Feb 27, 2024 to Mar 28, 2024
- Other offices · 9 to 11Feb 27, 2024 to Mar 28, 2024
- Private funds · 65 to 78Feb 27, 2024 to Mar 28, 2024
- Discretionary RAUM · $41B to $45BFeb 27, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $2.1B to $2.0BFeb 27, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $41B to $45BFeb 27, 2024 to Mar 28, 2024
- RAUM · $43B to $47BFeb 27, 2024 to Mar 28, 2024
- Related adviser · false to trueFeb 27, 2024 to Mar 28, 2024
Signals
15 dated events
- Douglas Chad Briggs (Chief Financial Officer) no longer on Schedule A of Bridge Investment Group (listed 2022-03-31, absent 2023-03-28)Mar 28, 2023 · Control person left · inference
- Katherine Elsnab (Chief Financial Officer) appeared on Schedule A of Bridge Investment GroupMar 28, 2023 · Control person joined · fact
- Bridge Investment Group reported RAUM $36.3B, up 44% from $25.2B (2022-02-01 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Russell David Minnick (Member) no longer on Schedule A of Bridge Investment Group (listed 2021-03-29, absent 2021-08-30)Aug 30, 2021 · Control person left · inference
- Wayne Richard Stayner (Member) no longer on Schedule A of Bridge Investment Group (listed 2021-03-29, absent 2021-08-30)Aug 30, 2021 · Control person left · inference
- Dale Brad Andrus (Member) no longer on Schedule A of Bridge Investment Group (listed 2021-03-29, absent 2021-08-30)Aug 30, 2021 · Control person left · inference
- David Kelley Hansen (Member) no longer on Schedule A of Bridge Investment Group (listed 2021-03-29, absent 2021-08-30)Aug 30, 2021 · Control person left · inference
- Samuel John Pennington (Member, Manager) no longer on Schedule A of Bridge Investment Group (listed 2021-03-29, absent 2021-08-30)Aug 30, 2021 · Control person left · inference
- James Chung (Member, Manager) no longer on Schedule A of Bridge Investment Group (listed 2021-03-29, absent 2021-08-30)Aug 30, 2021 · Control person left · inference
- Bridge Investment Group reported RAUM $25.2B, up 25% from $20.2B (2020-11-12 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Kent Jared Forsgren (Chief Compliance Officer) appeared on Schedule A of Bridge Investment GroupMar 29, 2021 · Control person joined · fact
- Valentine Christian Young (Member, Manager) no longer on Schedule A of Bridge Investment Group (listed 2020-04-27, absent 2020-11-12)Nov 12, 2020 · Control person left · inference
- Bridge Investment Group reported RAUM $20.2B, up 39% from $14.5B (2019-10-03 to 2020-03-25)Mar 25, 2020 · RAUM change · derived
- Bridge Investment Group reported RAUM $14.5B, up 41% from $10.3B (2019-01-04 to 2019-03-23)Mar 23, 2019 · RAUM change · derived
- Bridge Investment Group reported RAUM $10.3B, up 32% from $7.8B (2018-02-16 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Bridge Investment Group · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bridge-investment-group-holdingsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bridgehomes.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 801-716-1463reportedpublic record, Form ADV, Jul 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Bridge Investment Group is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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