Bridge33 Investment Management Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 6
- Avg AUM / client
- $179M
- Accounts
- 6
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $1.1B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $586M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| B33 Re Partners Investments Ii Llc | Real Estate Fund | Delaware | $279M | 2 |
| Bridge33 Real Estate Partners Ii Qp Lp | Real Estate Fund | Delaware | $250M | 120 |
| Bridge33 Real Estate Partners Ii Qc Lp | Real Estate Fund | Delaware | $28.7M | 60 |
| B33 Re Partners Investments Iii Llc | Real Estate Fund | Delaware | $14.2M | 2 |
| Bridge33 Real Estate Partners Iii Qp Lp | Real Estate Fund | Delaware | $13.5M | 255 |
| Bridge33 Real Estate Partners Iii Qc Lp | Real Estate Fund | Delaware | $1.2M | 87 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chien, Andy, Sunlan | Managing Principal | Sep 2012 (14y) | ≈ 18.75% – 50% via Bridge33 Capital Llc | |
| Moslehi, Jahan, Jenabian | Managing Principal | Sep 2012 (14y) | ≈ 18.75% – 50% via Bridge33 Capital Llc | |
| Sultan, Arshad | Executive Vice President | Sep 2019 (7y) | Less than 5% | |
| Banchero, Alexander, Giovanni | Executive Vice President | Jun 2022 (4y) | Less than 5% | |
| Staffilino, Joel, Louis | Senior Vice President, Head Of Investments | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bridge33 Capital Llc | Owner | Dec 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chien, Andy, Sunlan: 25% – 50% of Bridge33 Capital Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Moslehi, Jahan, Jenabian: 25% – 50% of Bridge33 Capital 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 (6, $586M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| B33 Re Partners Investments Ii Llc | Real Estate Fund | $279M | $1.0M | 2 |
| Bridge33 Real Estate Partners Ii Qp Lp | Real Estate Fund | $250M | $1.0M | 120 |
| Bridge33 Real Estate Partners Ii Qc Lp | Real Estate Fund | $28.7M | $1.0M | 60 |
| B33 Re Partners Investments Iii Llc | Real Estate Fund | $14.2M | $1.0M | 2 |
| Bridge33 Real Estate Partners Iii Qp Lp | Real Estate Fund | $13.5M | $1.0M | 255 |
| Bridge33 Real Estate Partners Iii Qc Lp | Real Estate Fund | $1.2M | $1.0M | 87 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 2.29 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
- • Other fees
- • ACQUISITION FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗