Long Bridge Capital Management, Llc
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ADV data as of Mar 13, 2026
- Regulatory AUM
- $53.8M
- Discretionary
- $53.8M
- Clients
- 106
- Avg AUM / client
- $508K
- Accounts
- 106
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 106 | $53.8M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon Joseph Dawn | Registered representative | Nov 2019 (7y) | ||
| William Knox Lang | Registered representative | Aug 2020 (6y) | ||
| James Marvin Simmons | Registered representative | Jun 2022 (4y) | ||
| Steven King Neff | Registered representative | Jul 2022 (4y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.04 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
- • Other fees
- • LENGTH OF RELATIONSHIP AND CUSTOM NEEDS OF CLIENT
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $9.7M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 13, 2026.
View current Form ADV (SEC/IAPD) ↗