Private fund adviser · Sandy, UT
Bridge Investment Group
Bridge Multifamily Fund Manager LLC · SEC-registered investment adviser · CRD 159127 · SEC 801-72790
At a glance
Bridge Investment Group is an SEC-registered investment adviser based in Sandy, Utah, with $49.3 billion in regulatory assets under management as of its Form ADV filed July 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 160th of 4,686 private fund advisers and 438th of 17,210 SEC-registered advisers by assets.
Main office 801-716-1463bridgepm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $49B
- Rank among private fund advisers
- #160 of 4,686
- Rank among all SEC RIAs
- #438 of 17,210
- Rank in Utah
- #1 of 151
- Clients
- 188
- Accounts
- 188
- Discretionary
- 99% of AUM
- Employees
- 610
- Advisory staff
- 205
- Offices
- 12
Owners and executives on its Form ADV
- Jonathan P. SlagerChief Executive Officer
- Dean A. AllaraVice Chairman
- Adam B. O'FarrellCEO of the Registered Investment Advisor, COO
- Jared K. ForsgrenChief Compliance Officer
- Katherine ElsnabChief Financial Officer
Custody and brokerage
Custodian
Bridge Investment Group’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Bridge Investment Group is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Apollo Global Securities, LLC, Athene Securities, LLC and Griffin Capital Securities, LLC.
- Apollo Global Securities, LLC ↗CRD 153502
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Athene Securities, LLC ↗CRD 36867
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Griffin Capital Securities, LLC ↗CRD 37739
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 151 | $48B | 98% |
| Other | 37 | $1.1B | 2% |
Private funds
Bridge Investment Group reports 153 private funds with $63B in gross assets: hedge funds, real estate funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Bridge Investment Group answers yes to 5 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bridgepm.com ↗
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The full record on Bridge Investment Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 371 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bridge Investment Group manage?
Bridge Investment Group reports $49.3 billion in regulatory assets under management across 188 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
What kind of firm is Bridge Investment Group?
Bridge Investment Group is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Bridge Investment Group’s clients?
By assets, its largest client types are pooled investment vehicles ($48.2 billion, 151 clients); other ($1.1 billion, 37 clients).
Does Bridge Investment Group manage private funds?
Yes. It reports 153 private funds with $62.7 billion in gross assets, including hedge funds, real estate funds, securitized asset funds, other private funds.
Does Bridge Investment Group have any disciplinary history?
Bridge Investment Group answers yes to 5 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Bridge Investment Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →