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 Net Lease Fund Manager LLC
Latest filing Mar 31, 2026
First filing on the tape Jan 17, 2024 · 5 filings
SEC status approved since Feb 16, 2024
RAUM
$843M
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
587
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$843M as of Mar 31, 2026
Mar 28, 2024$726M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20240 then
Employees (5.A)587 as of Mar 31, 2026
Mar 28, 20242,300 then
Private funds3 as of Sep 19, 2025
Mar 28, 20243 then
RAUM +17% over the last fiscal yearIARs 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
- $843MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%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
- $8.6M, 1 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$843M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $8.6M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bridge Net Lease Income Fund-T LP | Real Estate Fund | $712M | 409 | Mar 31, 2022 |
| Bridge Net Lease Industrial Income Fund LP | Real Estate Fund | $8.5M | 10 | Mar 31, 2022 |
| Bridge Net Lease Industrial Income Fund International LP | Real Estate Fund | $5.4M | 1 | Jan 17, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Reid Brandon Flickinger · Co-Chief Investment Officercontrolsince 03/2021 · owns 5% to 10%
- Kent Jared Forsgren · Chief Compliance Officercontrolsince 07/2021 · owns less than 5%
- Michael Sodo · Chief Executive Officercontrolsince 03/2021 · owns 5% to 10%
- Aaron Matthew Tucker · Co-Chief Investment Officercontrolsince 03/2021 · owns 5% to 10%
Entity owners
- Bridge Fund Management Holdings LLC · Memberdirect · owns 50% to 75%
- 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 Investment Group Holdings LLC
Related persons
Schedule D 7.A
- Bridge Investment Groupinvestment adviseryRAUM $49B
- Bridge Net Lease Income Fund Gp LLCpooled vehicle sponsory
Advisers that list Bridge Net Lease Fund Manager LLC as a related person
- 159127 n
Offices
Schedule D 1.F, the 25 largest
- Arlington, VA12 employees
- Sandy, UT
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 31, 2026advises private funds (Item 7.B): yes on the filing of 2025-09-19, no on the filing of 2026-03-31peers: asset managers, $500M to $1B (783)
- employee count dropChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 2,130.0 to 587.0 (-72.0%) between the annual amendments of 2025-04-04 and 2026-03-31; the peer median change was 0.0% (395 comparable advisers, 1.0th percentile of changes)peers: asset managers, $500M to $1B (395) · 0.5% percentile
What changed
consecutive filings, newest first
- Accounts · 3 to 1Sep 19, 2025 to Mar 31, 2026
- Advisory employees · 10 to 9Sep 19, 2025 to Mar 31, 2026
- Advisory activities · 2 to 1Sep 19, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 1Sep 19, 2025 to Mar 31, 2026
- Assets in custody · $723M to $8.6MSep 19, 2025 to Mar 31, 2026
- Employees · 610 to 587Sep 19, 2025 to Mar 31, 2026
- Private funds · 3 to unsetSep 19, 2025 to Mar 31, 2026
- Discretionary RAUM · $723M to $843MSep 19, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $723M to $843MSep 19, 2025 to Mar 31, 2026
- RAUM · $723M to $843MSep 19, 2025 to Mar 31, 2026
- BD registered reps · 0 to 9Apr 4, 2025 to Sep 19, 2025
- Employees · 2,130 to 610Apr 4, 2025 to Sep 19, 2025
- Related broker-dealer · false to trueApr 4, 2025 to Sep 19, 2025
- Accounts · 4 to 3Mar 28, 2024 to Apr 4, 2025
- Advisory employees · 12 to 10Mar 28, 2024 to Apr 4, 2025
- Pooled vehicle clients · 4 to 3Mar 28, 2024 to Apr 4, 2025
- Assets in custody · unset to 722627825.0Mar 28, 2024 to Apr 4, 2025
- Custody of client assets · false to trueMar 28, 2024 to Apr 4, 2025
- Employees · 2,300 to 2,130Mar 28, 2024 to Apr 4, 2025
- Financial planning clients · unset to Mar 28, 2024 to Apr 4, 2025
- Discretionary RAUM · $724M to $723MMar 28, 2024 to Apr 4, 2025
- Non-discretionary RAUM · $2.1M to $0Mar 28, 2024 to Apr 4, 2025
- Pooled vehicle RAUM · $726M to $723MMar 28, 2024 to Apr 4, 2025
- RAUM · $726M to $723MMar 28, 2024 to Apr 4, 2025
- Assets in custody · 699861594.0 to unsetJan 17, 2024 to Mar 28, 2024
- Custody of client assets · true to falseJan 17, 2024 to Mar 28, 2024
- Employees · 2,250 to 2,300Jan 17, 2024 to Mar 28, 2024
- Discretionary RAUM · $700M to $724MJan 17, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $0 to $2.1MJan 17, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $700M to $726MJan 17, 2024 to Mar 28, 2024
- RAUM · $700M to $726MJan 17, 2024 to Mar 28, 2024
Signals
1 dated events
- Bridge Net Lease Fund Manager Llc filed its initial SEC registration (Form ADV)Jan 17, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bridge-net-leasereportedpublic record, Form ADV, Sep 17, 2026
- Website
- bridgeig.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 801-716-1463reportedpublic 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
Across the graphs
Bridge Net Lease Fund Manager LLC 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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