# Bridge Investment Group

> Bridge Investment Group is an SEC-registered investment advisory firm in Sandy, UT, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 159127
- Filed as: BRIDGE INVESTMENT GROUP
- Legal name: Bridge Multifamily Fund Manager LLC
- Also doing business as: BRIDGE AGENCY MBS FUND MANAGER LLC, BRIDGE DEBT STRATEGIES FUND MANAGER LLC, BRIDGE DEVELOPMENT FUND MANAGER LLC, BRIDGE LOGISTICS PROPERTIES FUND MANAGER LLC, BRIDGE OFFICE FUND MANAGER LLC, BRIDGE RENEWABLE ENERGY FUND MANAGER LLC, BRIDGE SENIORS HOUSING FUND MANAGER LLC, BRIDGE SINGLE-FAMILY RENTAL FUND MANAGER LLC, NEWBURY PARTNERS-BRIDGE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sandy, UT
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159127
- AdvisorCensus page: https://advisorcensus.com/firm/bridge-investment-group-sandy-ut-159127

## Quick answers

**How is Bridge Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Bridge Investment Group reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bridge Investment Group located?**
Bridge Investment Group's principal office is in Sandy, UT, according to its Form ADV; the August 2026 filing also lists 11 other offices (Schedule D, Section 1.F).

**Is Bridge Investment Group registered with the SEC or a state?**
Bridge Investment Group is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159127.

**How much does Bridge Investment Group manage?**
Bridge Investment Group reports $49,296,124,613 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (99% discretionary).

**How have Bridge Investment Group's assets and staff changed since 2021?**
In the Form ADV data for Bridge Investment Group: Regulatory assets under management: $25,204,382,071 in the October 2021 data and $49,296,124,613 in the October 2026 data, up 96%. Total employees: 4,000 in October 2021 and 610 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bridge Investment Group serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (151); other (37).

**Does Bridge Investment Group report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159127

**What changed in Bridge Investment Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 300 to 205. 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

### Regulatory assets under management (Item 5.F)
- Total: $49,296,124,613
- Discretionary: $48,666,771,825
- Non-discretionary: $629,352,788

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 151 | $48,215,609,138 |
| Other | 37 | $1,080,515,475 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2011 (14 years)
- Employees: 610 total, 205 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, NC, NJ, NY, TX, UT
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159127

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Arlington, VI
- Atlanta, GA
- Charlotte, NC
- Dallas, TX
- East Rutherford, NJ
- New York, NY
- Newport Beach, CA
- Orlando, FL
- San Mateo, CA
- Seoul
- Stamford, CT

### Websites listed on Form ADV (Item 1.I)
- bridgeblp.com
- bridgecre-office.com
- bridgehomes.com
- bridgeig.com
- bridgepm.com
- bridgerenewableenergy.com
- bridgeseniorliving.com
- somerbyseniorliving.com
- Facebook @BridgeIG
- LinkedIn @bridge-investment-group-holdings
- X @BridgeInvGrp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $25,204,382,071 | 4,000 | August 30, 2021 |
| October 2022 | $36,346,503,000 | 1,800 | March 31, 2022 |
| October 2023 | $43,318,716,000 | 2,250 | September 7, 2023 |
| October 2024 | $47,001,314,000 | 2,300 | March 28, 2024 |
| October 2025 | $49,013,223,982 | 2,130 | July 7, 2025 |
| October 2026 | $49,296,124,613 | 610 | July 1, 2026 |

Regulatory assets under management: $25,204,382,071 in the October 2021 data and $49,296,124,613 in the October 2026 data, up 96%.
Total employees: 4,000 in October 2021 and 610 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 300 to 205.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Item 11 disclosure answers changed: 4 yes answers, previously 0 (now yes: 11.C(2), 11.C(4), 11.C(5), 11.H(2)).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridge Investment Group (CRD 159127): Form ADV filing data as of October 2026.