{ "crd_number": 305580, "slug": "bridge33-investment-management-llc-seattle-wa-305580", "primary_business_name": "BRIDGE33 INVESTMENT MANAGEMENT LLC", "legal_name": "BRIDGE33 INVESTMENT MANAGEMENT LLC", "dbas": [], "city": "Seattle", "state": "WA", "country": "United States", "cbsa_code": "42660", "metro": { "cbsa_code": "42660", "common_name": "Seattle", "msa_name": "Seattle-Tacoma-Bellevue, WA", "path": "/advisors/wa/seattle" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-01-06", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-04-16", "carried_forward": false, "raum_total": 1075660850.0, "raum_discretionary": 1075660850.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 25, "advisory_employees": 18, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1075660850.0, "count": 6 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "WA" ], "websites": [ "https://bridge33capital.com", "https://instagram.com/bridge33capital", "https://linkedin.com/company/bridge33-capital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305580", "city_as_filed": "SEATTLE", "url": "https://advisorcensus.com/firm/bridge33-investment-management-llc-seattle-wa-305580", "display_name": "BRIDGE33 Investment Management LLC", "summary": "BRIDGE33 Investment Management LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 16, 2026.", "citation": "AdvisorCensus. BRIDGE33 Investment Management LLC (CRD 305580): 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", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is BRIDGE33 Investment Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), BRIDGE33 Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other." }, { "q": "Where is BRIDGE33 Investment Management LLC located?", "a": "BRIDGE33 Investment Management LLC's principal office is in Seattle, WA, according to its Form ADV." }, { "q": "Is BRIDGE33 Investment Management LLC registered with the SEC or a state?", "a": "BRIDGE33 Investment Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 305580." }, { "q": "How much does BRIDGE33 Investment Management LLC manage?", "a": "BRIDGE33 Investment Management LLC reports $1,075,660,850 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary)." }, { "q": "How have BRIDGE33 Investment Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for BRIDGE33 Investment Management LLC: Regulatory assets under management: $220,000,000 in the October 2021 data and $1,075,660,850 in the October 2026 data, up 389%. Total employees: 26 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does BRIDGE33 Investment Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)." }, { "q": "Does BRIDGE33 Investment Management 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/305580" }, { "q": "What changed in BRIDGE33 Investment Management LLC's recent Form ADV filings?", "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 220000000.0, "total_employees": 26, "filing_date": "2021-06-14" }, { "period": "2022-10-01", "regulatory_assets_under_management": 229437756.0, "total_employees": 53, "filing_date": "2022-04-12" }, { "period": "2023-10-01", "regulatory_assets_under_management": 677197838.0, "total_employees": 68, "filing_date": "2023-04-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 780991992.0, "total_employees": 76, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 970175130.0, "total_employees": 110, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1075660850.0, "total_employees": 25, "filing_date": "2026-04-16" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 26 to 18.", "Regulatory assets under management went from $970,175,130 to $1,075,660,850 (+11%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/bridge33-investment-management-llc-seattle-wa-305580.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 1075660850.0 } ], "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/305580", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }