Point Bridge Capital, Llc
- Regulatory AUM
- $420M
- Discretionary
- $224M
- Clients
- 37
- Avg AUM / client
- $11.3M
- Accounts
- 68
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 26 | $237M | 56.4% |
| Investment companies | 2 | $48.3M | 11.5% |
| Pooled investment vehicles (non-investment companies) | 9 | $135M | 32.1% |
| Charitable organizations | Fewer than 5 clients | $12.6K | 0.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $37.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Point Bridge Capital Vc, Lp Umbra | Venture Capital Fund | Delaware | $10.3M | 50 |
| Star Castle Ventures Vc, Lp Umbra | Venture Capital Fund | Delaware | $10.1M | 33 |
| Star Castle Ventures Vc, Lp Umbra Series B | Venture Capital Fund | Delaware | $8.5M | 37 |
| Star Castle Ventures Vc, Lp Firehawk | Venture Capital Fund | Delaware | $4.6M | 33 |
| Star Castle Ventures Vc, Lp Wilder Systems | Venture Capital Fund | Delaware | $3.8M | 16 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hal Allen Lambert | Ceo, President & Chief Compliance Officer | Oct 2013 (13y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (5, $37.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Point Bridge Capital Vc, Lp Umbra | Venture Capital Fund | $10.3M | $100K | 50 |
| Star Castle Ventures Vc, Lp Umbra | Venture Capital Fund | $10.1M | $100K | 33 |
| Star Castle Ventures Vc, Lp Umbra Series B | Venture Capital Fund | $8.5M | $50.0K | 37 |
| Star Castle Ventures Vc, Lp Firehawk | Venture Capital Fund | $4.6M | $25.0K | 33 |
| Star Castle Ventures Vc, Lp Wilder Systems | Venture Capital Fund | $3.8M | $50.0K | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.65 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Northern Trust $197M (59% of AUM) Mar 2018
- Merrill Lynch $196M (47% of AUM) Mar 2026
- Citigroup Global Markets Inc. $153M (57% of AUM) Sep 2020
- Pershing $79.2M (19% of AUM) Mar 2026
- U.S. Bancorp Investments, Inc. $35.0M (13% of AUM) Sep 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗