AUMdb

Bridge Multifamily Fund Manager Llc

SEC-registered Private Fund Manager · Large ($10B–$100B) CRD 159127 · SEC file 801-72790 · Sandy, UT · bridgeseniorliving.com
☆ Save with Pro ADV data as of Jul 01, 2026
Regulatory AUM
$49.3B
Discretionary
$48.7B
Clients
188
Avg AUM / client
$262M
Accounts
188
Employees
610

AUM over time

$124M $49.3B
Dec 2011 Jul 2026

Annual snapshots from Form ADV filings · as of Jul 01, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 151 $48.2B 97.8%
Other 37 $1.1B 2.19%

Private funds (78)

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Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $43.1B combined gross assets

FundTypeDomicileGross assetsOwners
Bridge Agency Mbs Fund Lp master Hedge Fund Delaware $2.6B 123
Bridge Workforce And Affordable Housing Fund Ii Lp Real Estate Fund Delaware $2.6B 1,222
Bds Iv Green Bridge Lp master Private Equity Fund Delaware $2.4B 7
Newbury Equity Partners V L.P. master Other Private Fund Delaware $2.2B 135
Bridge Opportunity Zone Fund Iv Lp Real Estate Fund Delaware $1.9B 1,590
Bridge Opportunity Zone Fund Iii Lp Real Estate Fund Delaware $1.9B 1,114
Bridge Debt Strategies Fund Iv Lp Real Estate Fund Delaware $1.8B 364
Bridge Multifamily Fund V International Master Lp master Real Estate Fund Delaware $1.7B 294
Bridge Multifamily Fund Iv Lp Real Estate Fund Delaware $1.7B 923
Bridge Debt Strategies Fund Iv International Master Lp master Real Estate Fund Delaware $1.6B 188
Bridge Workforce And Affordable Housing Fund Lp Real Estate Fund Delaware $1.6B 385
Newbury Equity Partners Iv L.P. master Other Private Fund Delaware $1.6B 85
Bridge Multifamily Fund V Lp Real Estate Fund Delaware $1.6B 1,507
Bridge Multifamily Fund Iv International Master Lp master Real Estate Fund Delaware $1.5B 290
Bds Iv Black Bridge Lp Real Estate Fund Delaware $1.3B 2

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Motion Picture And Television Fund Retirement Income Plan Motion Picture And Television Fund 2024

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
Allara, Dean, Anthony Member, Manager Sep 2011 (15y) 5% – 10%
Morse, Robert, Randolph Board Chairman Sep 2011 (15y) 25% – 50%
Slager, Jonathan, Peter Member, Manager Nov 2011 (15y) 5% – 10%
O'farrell, Adam, Bernard Member, Manager Jan 2013 (14y) Less than 5%
Forsgren, Jared, Kent Chief Compliance Officer Mar 2021 (5y) Less than 5%
Elsnab, Katherine Chief Financial Officer May 2022 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Bridge Fund Management Holdings Llc Member Jan 2012 A 75% or more
Bridge Investment Group Holdings Llc Member Jan 2012 B ≈ 56.25% – 100% via Bridge Fund Management Holdings Llc
Flm Holdings, Llc Member Dec 2011 B ≈ 18.75% – 50% via Bridge Fund Management Holdings Llc
Bridge Investment Group Holdings Inc. Member, Manager Jul 2021 B GP / trustee / elected manager of Bridge Investment Group Holdings Llc (indirect)

Estimated effective ownership (look-through of filed bands):

  • Bridge Investment Group Holdings Llc: 75% – 100% of Bridge Fund Management Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Flm Holdings, Llc: 25% – 50% of Bridge Fund Management Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (78, $43.1B gross assets)

FundTypeGross assetsMin. investmentOwners
Bridge Agency Mbs Fund Lp Hedge Fund $2.6B $1.0M 123
Bridge Workforce And Affordable Housing Fund Ii Lp Real Estate Fund $2.6B $1.0M 1,222
Bds Iv Green Bridge Lp Private Equity Fund $2.4B $1.0M 7
Newbury Equity Partners V L.P. Other Private Fund $2.2B $250K 135
Bridge Opportunity Zone Fund Iv Lp Real Estate Fund $1.9B $250K 1,590
Bridge Opportunity Zone Fund Iii Lp Real Estate Fund $1.9B $250K 1,114
Bridge Debt Strategies Fund Iv Lp Real Estate Fund $1.8B $1.0M 364
Bridge Multifamily Fund V International Master Lp Real Estate Fund $1.7B $250K 294
Bridge Multifamily Fund Iv Lp Real Estate Fund $1.7B $1.0M 923
Bridge Debt Strategies Fund Iv International Master Lp Real Estate Fund $1.6B $1.0M 188
Bridge Workforce And Affordable Housing Fund Lp Real Estate Fund $1.6B $1.0M 385
Newbury Equity Partners Iv L.P. Other Private Fund $1.6B $250K 85
Bridge Multifamily Fund V Lp Real Estate Fund $1.6B $250K 1,507
Bridge Multifamily Fund Iv International Master Lp Real Estate Fund $1.5B $1.0M 290
Bds Iv Black Bridge Lp Real Estate Fund $1.3B $1.0M 2
Bridge Opportunity Zone Fund Lp Real Estate Fund $1.1B $250K 605
Bridge Seniors Housing & Medical Properties Fund Ii Lp Real Estate Fund $1.1B $1.0M 606
Bridge Opportunity Zone Fund Ii Lp Real Estate Fund $824M $250K 582
Bridge Seniors Housing & Medical Properties Fund Ii International Master Lp Real Estate Fund $803M $1.0M 188
Bridge Debt Strategies Fund Iii Lp Real Estate Fund $756M $1.0M 545
Bridge Workforce And Affordable Housing Fund Ii R Lp Real Estate Fund $744M $1.0M 181
Bridge Logistics Us Venture I Fund Lp Real Estate Fund $739M $1.0M 39
Bridge Debt Strategies Fund Iii International Master Lp Real Estate Fund $733M $1.0M 316
Bridge Seniors Housing & Medical Properties Fund Lp Real Estate Fund $627M $1.0M 423
Bridge Opportunity Zone Fund V Lp Real Estate Fund $572M $250K 681

Top 25 of 78 funds by gross assets · all funds

From Form ADV Section 7.B private fund reporting.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Motion Picture And Television Fund Retirement Income Plan Motion Picture And Television Fund 148 $47.7M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/01/2026 44.4 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.

View current Form ADV (SEC/IAPD) ↗