# Bridge Capital Advisors

> Bridge Capital Advisors is an SEC-registered investment advisory firm in Houston, TX, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 317554
- Filed as: BRIDGE CAPITAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317554
- AdvisorCensus page: https://advisorcensus.com/firm/bridge-capital-advisors-houston-tx-317554

## Quick answers

**How is Bridge Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Bridge Capital Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Bridge Capital Advisors located?**
Bridge Capital Advisors' principal office is in Houston, TX, according to its Form ADV.

**Is Bridge Capital Advisors registered with the SEC or a state?**
Bridge Capital Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317554.

**How much does Bridge Capital Advisors manage?**
Bridge Capital Advisors reports $725,207,032 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Bridge Capital Advisors' assets and staff changed since 2022?**
In the Form ADV data for Bridge Capital Advisors: Regulatory assets under management: $0 in the October 2022 data and $725,207,032 in the October 2026 data. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bridge Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); banking or thrift institutions (1); investment companies (1).

**Does Bridge Capital Advisors 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/317554

**Does Bridge Capital Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated September 29, 2025 says: "We do not have a minimum investment threshold for a client all potential clients are reviewed on a case-by-case basis."

**What changed in Bridge Capital Advisors' recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated September 29, 2025)

- Account minimum: None

> We do not have a minimum investment threshold for a client all potential clients are reviewed on a case-by-case basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $725,207,032
- Discretionary: $725,207,032
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 1 | $175,207,032 |
| Investment companies | 1 | $350,000,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $200,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgecapitalglobal.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 3 | May 15, 2022 |
| October 2023 | $442,982,939 | 3 | September 29, 2023 |
| October 2024 | $547,982,400 | 3 | September 30, 2024 |
| October 2025 | $547,982,400 | 3 | September 30, 2024 |
| October 2026 | $725,207,032 | 3 | September 29, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $725,207,032 in the October 2026 data.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $547,982,400 to $687,300,503 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridge Capital Advisors (CRD 317554): Form ADV filing data as of October 2026.