Bridger Investment Partners Llc
- Regulatory AUM
- $920M
- Discretionary
- $0
- Clients
- 8
- Avg AUM / client
- $115M
- Accounts
- 8
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $877M | 95.3% |
| Other | 1 | $43.3M | 4.7% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barkey, Peter, Joseph | Executive Officer | Oct 2020 (6y) | ≈ 56.25% – 100% via Bridgers Investment Partners Holdings Llc | |
| Li, Xiangyang | Chief Investment Officer | Nov 2022 (4y) | Less than 5% | |
| Li, Chao | Chief Technology Officer | Mar 2023 (3y) | Less than 5% | |
| Gurley, Sarah, Jean | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Xie, Jeffrey, Yiqun | Chief Financial Officer | Apr 2024 (2y) | Less than 5% | |
| Rickenbacker, John, Anthony | General Counsel | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bridgers Investment Partners Holdings Llc | Sole Member | Dec 2022 | A | 75% or more |
| Bridger Holdings 1 Llc | Member | Dec 2022 | B | ≈ 56.25% – 100% via Bridgers Investment Partners Holdings Llc |
| Bridger Holdings 2 Llc | Managing Member | Dec 2022 | B | ≈ 56.25% – 100% via Bridgers Investment Partners Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Barkey, Peter, Joseph: 75% – 100% of Bridgers Investment Partners Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bridger Holdings 1 Llc: 75% – 100% of Bridgers Investment Partners Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bridger Holdings 2 Llc: 75% – 100% of Bridgers Investment Partners Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 907 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having 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: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗