{
  "crd_number": 148828,
  "slug": "bridge-city-capital-llc-lake-oswego-or-148828",
  "primary_business_name": "BRIDGE CITY CAPITAL, LLC",
  "legal_name": "BRIDGE CITY CAPITAL, LLC",
  "dbas": [],
  "city": "Lake Oswego",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-11",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-04-20",
  "carried_forward": false,
  "raum_total": 354734297.0,
  "raum_discretionary": 352148972.0,
  "raum_non_discretionary": 2585325.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 41295094.0,
      "count": 5
    },
    "state_municipal": {
      "raum": 237343558.0,
      "count": 9
    },
    "investment_companies": {
      "raum": 25173730.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 27747405.0,
      "count": 22
    },
    "pooled_investment_vehicles": {
      "raum": 2585325.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 20589185.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "MD",
    "NC",
    "NY",
    "OR",
    "WA"
  ],
  "websites": [
    "https://bridgecitycap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148828",
  "city_as_filed": "LAKE OSWEGO",
  "url": "https://advisorcensus.com/firm/bridge-city-capital-llc-lake-oswego-or-148828",
  "display_name": "Bridge City Capital, LLC",
  "summary": "Bridge City Capital, LLC is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.",
  "citation": "AdvisorCensus. Bridge City Capital, LLC (CRD 148828): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bridge City Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bridge City Capital, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Bridge City Capital, LLC located?",
      "a": "Bridge City Capital, LLC's principal office is in Lake Oswego, OR, according to its Form ADV."
    },
    {
      "q": "Is Bridge City Capital, LLC registered with the SEC or a state?",
      "a": "Bridge City Capital, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 148828."
    },
    {
      "q": "How much does Bridge City Capital, LLC manage?",
      "a": "Bridge City Capital, LLC reports $354,734,297 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (99% discretionary)."
    },
    {
      "q": "How have Bridge City Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bridge City Capital, LLC: Regulatory assets under management: $271,533,235 in the October 2021 data and $354,734,297 in the October 2026 data, up 31%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bridge City Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22); state or municipal government entities (including government pension plans) (9); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Bridge City Capital, LLC use?",
      "a": "Bridge City Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., JPMorgan Distribution Services, Inc. and State Street Bank & Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bridge City Capital, 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/148828"
    },
    {
      "q": "What changed in Bridge City Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 271533235.0,
      "total_employees": 6,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 248167287.0,
      "total_employees": 7,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 202825065.0,
      "total_employees": 7,
      "filing_date": "2023-02-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 267219739.0,
      "total_employees": 7,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 393199523.0,
      "total_employees": 7,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 354734297.0,
      "total_employees": 6,
      "filing_date": "2026-04-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "JPMorgan Distribution Services, Inc.",
      "name_as_filed": "JPMORGAN DISTRIBUTION SERVICES, INC.",
      "affiliated": false
    },
    {
      "name": "State Street Bank & Trust",
      "name_as_filed": "STATE STREET BANK & TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bridge-city-capital-llc-lake-oswego-or-148828.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 27747405.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 25173730.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2585325.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 41295094.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 237343558.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 20589185.0
    }
  ],
  "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/148828",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
