{ "crd_number": 315273, "slug": "ally-bridge-group-pe-llc-new-york-ny-315273", "primary_business_name": "ALLY BRIDGE GROUP (PE) LLC", "legal_name": "ALLY BRIDGE GROUP (PE) LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-07-30", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-07-01", "carried_forward": false, "raum_total": 1446585456.0, "raum_discretionary": 0.0, "raum_non_discretionary": 1446585456.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 15, "advisory_employees": 11, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1446585456.0, "count": 24 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://ally-bridge.com", "https://linkedin.com/company/ally-bridge" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315273", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/ally-bridge-group-pe-llc-new-york-ny-315273", "display_name": "Ally Bridge Group (PE) LLC", "summary": "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.", "citation": "AdvisorCensus. Ally Bridge Group (PE) LLC (CRD 315273): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Ally Bridge Group (PE) LLC compensated?", "a": "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." }, { "q": "What does Ally Bridge Group (PE) LLC's brochure say about its fees?", "a": "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." }, { "q": "Where is Ally Bridge Group (PE) LLC located?", "a": "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)." }, { "q": "Is Ally Bridge Group (PE) LLC registered with the SEC or a state?", "a": "Ally Bridge Group (PE) LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315273." }, { "q": "How much does Ally Bridge Group (PE) LLC manage?", "a": "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)." }, { "q": "How have Ally Bridge Group (PE) LLC's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Ally Bridge Group (PE) LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (24)." }, { "q": "Does Ally Bridge Group (PE) LLC report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Ally Bridge Group (PE) LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Employees performing advisory functions went from 13 to 11." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1086708022.0, "total_employees": 2, "filing_date": "2021-06-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1176700000.0, "total_employees": 3, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1068700000.0, "total_employees": 9, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1081836163.0, "total_employees": 10, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1353997639.0, "total_employees": 18, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1446585456.0, "total_employees": 15, "filing_date": "2026-07-01" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Employees performing advisory functions went from 13 to 11." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated July 1, 2026", "tiers": [], "flat_rate": null, "stated_range": "0.5% to 2% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "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" ] } ], "quotes": [ "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" ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/ally-bridge-group-pe-llc-new-york-ny-315273.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 24, "fewer_than_5": false, "raum": 1446585456.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315273", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }