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Bridgepoint

SEC-registered adviser since 2022New York, NYCRD 322260

60
Clients
21
Advisory staff

From Form ADV filed 29 April 2026 · data retrieved 15 October 2026SEC record

Bridgepoint is an investment adviser headquartered in New York, New York, and registered with the SEC since 2022. Its clients include pooled investment vehicles.

Fee arrangements include other arrangements. Bridgepoint US Holdco Limited owns 75% or more of Bridgepoint.

Clients

Bridgepoint serves 60 clients. The average client has about $403 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles60 clients100%
Show client breakdown
Pooled investment vehicles
Clients
60
Regulatory AUM
$24,181,475,837
Share
100.0%
Avg. per client
$403.0M

Total

Clients
60
Regulatory AUM
$24,181,475,837
Share
100%
Avg. per client
$403.0M

What it does

Bridgepoint provides other activities. It is paid through other arrangements.

Bridgepoint advises 13 private funds.

0.8% of assets ($198.8M across 1 account) are managed with discretion; $23.98B across 59 accounts are not. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Bridgepoint has custody of client assets.

Managed account assets by custodian
  • All other custodians$24.18B100%

Ownership and leadership

Bridgepoint US Holdco Limited owns 75% or more of Bridgepoint.

Who owns the firm
Bridgepoint LLC· the adviser
  • Bridgepoint US Holdco Limited

    Control person · since March 2019

    Owns 75% or more of Bridgepoint LLC

Leadership

  • Jason Pae
    Chief Compliance Officer
  • Stephen Escudier
    Director
  • Rupprecht Pranckh
    Director

Staff

  • 21 employees
  • 21 in advisory functions

Fees

Bridgepoint is paid through other.

Bridgepoint’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Bridgepoint has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

New York · 1 listed address

  • One World Trade Center, Suite 58a, New YorkHQ

Registration details

Legal name
Bridgepoint LLC
Headquarters
One World Trade Center, Suite 58a, New York, NY 10007
SEC file
801-126110
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Bridgepoint have?

Bridgepoint has 60 clients and manages $24.2 billion for them, as of April 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026

What services does Bridgepoint offer?

Bridgepoint provides other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Bridgepoint have?

Bridgepoint has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 21 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Bridgepoint?

Bridgepoint is owned through a chain of holding companies by Bridgepoint Group PLC, Bridgepoint Uk Holdco Limited and Bridgepoint US Holdco 2 Limited. Its direct owner is Bridgepoint US Holdco Limited (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026

How does Bridgepoint get paid?

Bridgepoint is paid through other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 29 April 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 322260.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Bridgepoint LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.