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SEC-registered adviser
B••••• G••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Oct 23, 2013 · 21 filings
SEC status approved since Dec 2, 2013
RAUM
$407M
reported, Item 5.F
Discretionary
100%
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
11
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$407M as of Mar 31, 2026
Mar 31, 2014$221M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20140 then
Employees (5.A)11 as of Mar 31, 2026
Mar 31, 20145 then
Private funds4 as of Mar 31, 2026
Mar 31, 20142 then
RAUM +0.8% over the last fiscal year-20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $102MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.8%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 vehiclesreportedItem 5.G
- Custody
- $407M, 4 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$407M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $407M for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• G••••• P•••••••• L• | Private Equity Fund | $323M | 62 | Mar 31, 2014 |
| B••••• G••••• P••••••• I•• L• | Private Equity Fund | $264M | 41 | Mar 31, 2022 |
| B••••• G••••• P••••••• ••••••••• L• | Private Equity Fund | $122M | 8 | Mar 31, 2014 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• A•••••• B•••• · Chief Compliance Officer/ Chief Financial Officercontrolsince 01/2018 · owns less than 5%
- M•••••• T•••••• M•••••• · Senior Principalcontrolsince 06/2013 · owns 10% to 25%
- S••••• A•••• •••• · Managing Principal / Chief Executive Officercontrolsince 06/2013 · owns 50% to 75%
- T••••• J•••••• M•••••• · Chairmancontrolsince 06/2013 · owns 10% to 25%
Related persons
Schedule D 7.A
- B••••• G••••• P••••••• •••• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $404M to $407MMar 31, 2025 to Mar 31, 2026
- Private funds · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $404M to $407MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $404M to $407MMar 31, 2025 to Mar 31, 2026
- RAUM · $404M to $407MMar 31, 2025 to Mar 31, 2026
- Assets in custody · $708M to $404MMar 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $708M to $404MMar 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $708M to $404MMar 27, 2024 to Mar 31, 2025
- RAUM · $708M to $404MMar 27, 2024 to Mar 31, 2025
- Assets in custody · $781M to $708MMar 30, 2023 to Mar 27, 2024
- Financial planning clients · 0 to unsetMar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $781M to $708MMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $781M to $708MMar 30, 2023 to Mar 27, 2024
- RAUM · $781M to $708MMar 30, 2023 to Mar 27, 2024
- Assets in custody · $726M to $781MMay 18, 2022 to Mar 30, 2023
- Employees · 10 to 11May 18, 2022 to Mar 30, 2023
- Discretionary RAUM · $726M to $781MMay 18, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $726M to $781MMay 18, 2022 to Mar 30, 2023
- RAUM · $726M to $781MMay 18, 2022 to Mar 30, 2023
- Accounts · 2 to 3Mar 30, 2021 to Mar 31, 2022
- Advisory employees · 11 to 9Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 2 to 3Mar 30, 2021 to Mar 31, 2022
- Assets in custody · $645M to $726MMar 30, 2021 to Mar 31, 2022
- Employees · 12 to 10Mar 30, 2021 to Mar 31, 2022
- Private funds · 2 to 3Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $645M to $726MMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $645M to $726MMar 30, 2021 to Mar 31, 2022
- RAUM · $645M to $726MMar 30, 2021 to Mar 31, 2022
- Advisory employees · 10 to 11Mar 30, 2020 to Mar 30, 2021
- Assets in custody · $562M to $645MMar 30, 2020 to Mar 30, 2021
- Employees · 11 to 12Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $562M to $645MMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $562M to $645MMar 30, 2020 to Mar 30, 2021
- RAUM · $562M to $645MMar 30, 2020 to Mar 30, 2021
- Advisory employees · 11 to 10Aug 16, 2019 to Mar 30, 2020
- Assets in custody · $485M to $562MAug 16, 2019 to Mar 30, 2020
- Employees · 12 to 11Aug 16, 2019 to Mar 30, 2020
Signals
4 dated events
- B••••• G••••• P•••••••• L•• reported RAUM $403.9M, down 43% from $708.5M (2024-03-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Morton Sander Levy (Senior Advisor) no longer on Schedule A of B••••• G••••• P•••••••• L•• (listed 2023-03-30, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Morton Sander Levy (Managing Principal) appeared on Schedule A of B••••• G••••• P•••••••• L••Aug 16, 2019 · Control person joined · fact
- B••••• G••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Oct 23, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••• G••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B••••• G••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bridge-growth-partners-llcreportedpublic record, Form ADV, Sep 21, 2026
- Website
- B•••••G•••••PARTNERS.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 212-560-1170reportedpublic record, Form ADV, Mar 31, 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