Bridgeinvest Llc
- Regulatory AUM
- $859M
- Discretionary
- $859M
- Clients
- 7
- Avg AUM / client
- $123M
- Accounts
- 7
- Employees
- 33
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $859M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $749M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bridgeinvest Specialty Credit Fund Iv Lp master | Real Estate Fund | Delaware | $366M | 289 |
| Bridgeinvest Specialty Credit Fund Iii Lp master | Real Estate Fund | Delaware | $274M | 252 |
| Bridgeinvest Credit Opportunities Fund Lp | Real Estate Fund | Delaware | $109M | 102 |
| Bridgeinvest Specialty Credit Fund Ii, Lllp master | Real Estate Fund | Delaware | $555K | 115 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Horn, Joseph, (Nmn) | Trustee | Aug 2011 (15y) | GP / trustee / elected manager of Joseph Horn Revocable Trust (indirect) | |
| Ralph (Nmn) Horn | Trustee | Aug 2011 (15y) | 10% – 25% | |
| Stahl, Daniel, Lorenzo | Chief Compliance Officer | Jun 2020 (6y) | Less than 5% | |
| Horn, Alex, (Nmn) | Manager | Jan 2021 (6y) | ≈ 18.75% – 50% via Coconut Bridge Llc | |
| Gitman, Jon, (Nmn) | Member | Jan 2022 (5y) | ≈ 3.75% – 10% via Bh Chamelon | |
| Rocha Glaser, Ian, (Nmn) | Manager | Dec 2022 (4y) | ≈ 3.75% – 10% via Irg Holding Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Coconut Bridge Llc | Managing Partner And Founder | Jan 2021 | A | 25% – 50% |
| Joseph Horn Revocable Trust | Member | Aug 2011 | A | 10% – 25% |
| Bprint Investments Llc | Member | Jan 2016 | A | 5% – 10% |
| Irg Holding Llc | Partner | Dec 2022 | A | 5% – 10% |
| Bh Chamelon | Partner | Jan 2022 | A | 5% – 10% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Horn, Alex, (Nmn): 75% – 100% of Coconut Bridge Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Gitman, Jon, (Nmn): 75% – 100% of Bh Chamelon × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Rocha Glaser, Ian, (Nmn): 75% – 100% of Irg Holding Llc × 5% – 10% direct ≈ 3.75% – 10% 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 (4, $749M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bridgeinvest Specialty Credit Fund Iv Lp | Real Estate Fund | $366M | $100K | 289 |
| Bridgeinvest Specialty Credit Fund Iii Lp | Real Estate Fund | $274M | $100K | 252 |
| Bridgeinvest Credit Opportunities Fund Lp | Real Estate Fund | $109M | $500K | 102 |
| Bridgeinvest Specialty Credit Fund Ii, Lllp | Real Estate Fund | $555K | $100K | 115 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.11 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
- • STRUCTURING, SERVICING, CO-INVESTMENT FEES, UNDERWRITING FEES, A
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗