AdvisorCensus / Financial advisors / New York / New York / Bridgepoint LLC
Bridgepoint LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.
Quick answers
From the filingHow is Bridgepoint LLC compensated?
On its Form ADV (Item 5.E, October 2026), Bridgepoint LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Bridgepoint LLC located?
Bridgepoint LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Bridgepoint LLC registered with the SEC or a state?
Bridgepoint LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322260.
How much does Bridgepoint LLC manage?
Bridgepoint LLC reports $24,181,475,837 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (1% discretionary).
How have Bridgepoint LLC's assets and staff changed since 2022?
In the Form ADV data for Bridgepoint LLC: Regulatory assets under management: $8,755,248,558 in the October 2022 data and $24,181,475,837 in the October 2026 data, up 176%. Total employees: 17 in October 2022 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bridgepoint LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (60).
Does Bridgepoint LLC 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/322260
What changed in Bridgepoint LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 18 to 21. Regulatory assets under management went from $15,861,871,083 to $24,035,594,797 (+52%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$24,181,475,837 as of October 2026, filing dated April 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 21. Performing investment advisory functions: 21.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $24,181,475,837 | 21 | April 29, 2026 |
| October 2025 | $15,861,871,083 | 18 | April 29, 2025 |
| October 2024 | $1,248,227,680 | 24 | August 20, 2024 |
| October 2023 | $10,946,219,326 | 23 | April 28, 2023 |
| October 2022 | $8,755,248,558 | 17 | June 29, 2022 |
Regulatory assets under management: $8,755,248,558 in the October 2022 data and $24,181,475,837 in the October 2026 data, up 176%.
Total employees: 17 in October 2022 and 21 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 18 to 21.
- Regulatory assets under management went from $15,861,871,083 to $24,035,594,797 (+52%).
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Added an office in Stamford, CT.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bridgepoint LLC (CRD 322260): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bridgepoint-llc-new-york-ny-322260