AdvisorCensus / Financial advisors / New York / New York / Ally Bridge Group (PE) LLC
Ally Bridge Group (PE) LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.
Quick answers
From the filingHow is Ally Bridge Group (PE) LLC compensated?
On its Form ADV (Item 5.E, October 2026), Ally Bridge Group (PE) LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Ally Bridge Group (PE) LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 1, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Ally Bridge Group (PE) LLC located?
Ally Bridge Group (PE) LLC's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Ally Bridge Group (PE) LLC registered with the SEC or a state?
Ally Bridge Group (PE) LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315273.
How much does Ally Bridge Group (PE) LLC manage?
Ally Bridge Group (PE) LLC reports $1,446,585,456 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (0% discretionary).
How have Ally Bridge Group (PE) LLC's assets and staff changed since 2021?
In the Form ADV data for Ally Bridge Group (PE) LLC: Regulatory assets under management: $1,086,708,022 in the October 2021 data and $1,446,585,456 in the October 2026 data, up 33%. Total employees: 2 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ally Bridge Group (PE) LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (24).
Does Ally Bridge Group (PE) LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315273
What changed in Ally Bridge Group (PE) LLC's recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 13 to 11.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
As a general matter, the Clients pay the Adviser or its affiliates an asset-based investment management fee semi-annually in advance generally equal to 2% per annum based on capital commitments during the investment period and, after the investment period, ranging from 0.5% to 2% per annum based on the capital contributions of a Client used to fund the cost of portfolio investments then held by the Client
As stated in the firm's Form ADV Part 2A brochure dated July 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,446,585,456 as of October 2026, filing dated July 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 15. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,446,585,456 | 15 | July 1, 2026 |
| October 2025 | $1,353,997,639 | 18 | March 31, 2025 |
| October 2024 | $1,081,836,163 | 10 | March 28, 2024 |
| October 2023 | $1,068,700,000 | 9 | March 31, 2023 |
| October 2022 | $1,176,700,000 | 3 | March 30, 2022 |
| October 2021 | $1,086,708,022 | 2 | June 30, 2021 |
Regulatory assets under management: $1,086,708,022 in the October 2021 data and $1,446,585,456 in the October 2026 data, up 33%.
Total employees: 2 in October 2021 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 13 to 11.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ally Bridge Group (PE) LLC (CRD 315273): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ally-bridge-group-pe-llc-new-york-ny-315273