Bridge Capital Advisors
- Regulatory AUM
- $687M
- Discretionary
- $500M
- Clients
- 7
- Avg AUM / client
- $98.2M
- Accounts
- 7
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 29, 2025
Asset allocation (SMA assets by investment type)
as of Sep 29, 2025Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 1 | $187M | 27.3% |
| Investment companies | 1 | $350M | 50.9% |
| Pooled investment vehicles (non-investment companies) | 5 | $150M | 21.8% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Charles Robinson | Chief Executive Officer & Chief Compliance Officer | Aug 2019 (7y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Paradigm Partners Capital Management | Affiliated Owner | Oct 2022 | A | 25% – 50% |
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) | 09/29/2025 | 851 KB | 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 businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
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: Sep 29, 2025.
View current Form ADV (SEC/IAPD) ↗