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.
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SEC-registered adviser
B••••••••• P•••••••
Legal name B••••••••• M••••••••• C•••••• L••
Latest filing Aug 5, 2026
First filing on the tape Jun 30, 2023 · 11 filings
SEC status approved since Jul 31, 2023
RAUM
$476M
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
10
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$476M as of Aug 5, 2026
Mar 19, 2024$304M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 5, 2026
Mar 19, 20240 then
Employees (5.A)10 as of Aug 5, 2026
Mar 19, 20249 then
Private funds3 as of Aug 5, 2026
Mar 19, 20242 then
RAUM +34% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Aug 5, 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
- $159MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.8%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $476M, 3 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$476M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $476M for 3 clientsreported
- Compensation
- % of AUM, fixed, 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• C•••••••• L• | Other Private Fund | $273M | 10 | Mar 31, 2023 |
| B••••••••• S•••••••• O••••••••• P••••••••• L• | Hedge Fund | $31.8M | 5 | Aug 1, 2022 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• F•••• · Co-Managing Membercontrolsince 07/2022 · owns 50% to 75%
- M••••••• F••••• R• · Co-Managing Membercontrolsince 07/2022 · owns 50% to 75%
- S••••• K••••• M••• · Chief Compliance Officer, Chief Operating Officercontrolsince 08/2022 · owns less than 5%
Related persons
Schedule D 7.A
- B••• C••••••• G•• L••pooled vehicle sponsorn
- B••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Ponte Vedra Beach, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 2 to 3Jul 17, 2026 to Aug 5, 2026
- Pooled vehicle clients · 2 to 3Jul 17, 2026 to Aug 5, 2026
- Assets in custody · $356M to $476MJul 17, 2026 to Aug 5, 2026
- Private funds · 2 to 3Jul 17, 2026 to Aug 5, 2026
- Discretionary RAUM · $373M to $476MJul 17, 2026 to Aug 5, 2026
- Pooled vehicle RAUM · $373M to $476MJul 17, 2026 to Aug 5, 2026
- RAUM · $373M to $476MJul 17, 2026 to Aug 5, 2026
- Discretionary RAUM · $356M to $373MMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $356M to $373MMar 28, 2025 to Mar 27, 2026
- RAUM · $356M to $373MMar 28, 2025 to Mar 27, 2026
- Advisory employees · 8 to 9Jun 28, 2024 to Mar 28, 2025
- Assets in custody · $286M to $356MJun 28, 2024 to Mar 28, 2025
- Employees · 9 to 10Jun 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jun 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $304M to $356MJun 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $304M to $356MJun 28, 2024 to Mar 28, 2025
- RAUM · $304M to $356MJun 28, 2024 to Mar 28, 2025
- Advisory employees · 7 to 8Jan 31, 2024 to Mar 19, 2024
- Employees · 8 to 9Jan 31, 2024 to Mar 19, 2024
- Discretionary RAUM · $286M to $304MJan 31, 2024 to Mar 19, 2024
- Pooled vehicle RAUM · $286M to $304MJan 31, 2024 to Mar 19, 2024
- RAUM · $286M to $304MJan 31, 2024 to Mar 19, 2024
- Other offices · 0 to 1Jun 30, 2023 to Jan 31, 2024
- Private funds · 4 to 2Jun 30, 2023 to Jan 31, 2024
Signals
2 dated events
- B••••••••• P••••••• reported RAUM $476.5M, up 28% from $372.8M (2026-07-17 to 2026-08-05)Aug 5, 2026 · RAUM change · derived
- B••••••••• P••••••• filed its initial SEC registration (Form ADV)Jun 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bridgeportpartnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 9736000274reportedpublic record, Form ADV, Aug 5, 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