{"url":"https://nivawealth.com/firms/bridgepoint-322260","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/322260","regulatoryAum":24181475837,"crd":"322260","secFileNumber":"801-126110","legalName":"Bridgepoint LLC","displayName":"Bridgepoint","website":"http://www.bridgepoint.eu","linkedinUrl":"https://www.linkedin.com/company/bridgepoint/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"One World Trade Center, Suite 58a","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10007"},"tradeNames":[],"registration":{"secApproved":"15 July 2022","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":21,"advisory":21,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":198774525,"discretionaryAccounts":1,"nonDiscretionary":23982701312,"nonDiscretionaryAccounts":59,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":60,"regulatoryAum":24181475837}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Bridgepoint has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jason Pae","title":"Chief Compliance Officer","crd":"7086211"},{"name":"Stephen Escudier","title":"Director","crd":"6167795"},{"name":"Rupprecht Pranckh","title":"Director","crd":"5190110"}],"ownership":[{"label":"Bridgepoint US Holdco Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since March 2019. Also a limited partner of Bridgepoint Op LP in the 25% to 50% band and a control person, since August 2024."},{"label":"Bridgepoint Advisers Europe Limited","detail":"Indirect owner: a shareholder of Bridgepoint US Holdco Limited in the 75% or more band and a control person, since March 2019.","parent":"Bridgepoint US Holdco Limited"},{"label":"Bridgepoint Advisers Holdings","detail":"Indirect owner: a shareholder of Bridgepoint Advisers Europe Limited in the 75% or more band and a control person, since March 2019.","parent":"Bridgepoint Advisers Europe Limited"},{"label":"Bridgepoint Advisers Group Limited","detail":"Indirect owner: a shareholder of Bridgepoint Advisers Holdings in the 75% or more band and a control person, since June 2000.","parent":"Bridgepoint Advisers Holdings"},{"label":"Bridgepoint Group Holdings Limited","detail":"Indirect owner: a shareholder of Bridgepoint Advisers Group Limited in the 75% or more band and a control person, since October 2015.","parent":"Bridgepoint Advisers Group Limited"},{"label":"Bridgepoint Group PLC","detail":"Indirect owner: a shareholder of Bridgepoint Op GP Limited in the 75% or more band and a control person, since August 2024. Also a limited partner of Bridgepoint Op LP in the 25% to 50% band and a control person, since August 2024. Also a shareholder of Bridgepoint US Holdco 2 Limited in the 75% or more band and a control person, since August 2024. Also a shareholder of Bridgepoint Uk Holdco Limited in the 75% or more band and a control person, since August 2024.","parent":"Bridgepoint Op GP Limited"},{"label":"Bridgepoint Op GP Limited","detail":"Indirect owner: general partner of Bridgepoint Op LP and a control person, since August 2024.","parent":"Bridgepoint Op LP"},{"label":"Bridgepoint Op LP","detail":"Indirect owner: a shareholder of Bridgepoint Group Holdings Limited in the 75% or more band and a control person, since August 2024.","parent":"Bridgepoint Group Holdings Limited"},{"label":"Bridgepoint Uk Holdco Limited","detail":"Indirect owner: a limited partner of Bridgepoint Op LP in the 25% to 50% band and a control person, since August 2024.","parent":"Bridgepoint Op LP"},{"label":"Bridgepoint US Holdco 2 Limited","detail":"Indirect owner: a shareholder of Bridgepoint US Holdco Limited in the 75% or more band and a control person, since August 2024.","parent":"Bridgepoint US Holdco Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"100 First Stamford Place","city":"Stamford"}]},{"state":"New York","offices":1,"addresses":[{"street":"One World Trade Center, Suite 58a","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-324-5200","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Other"],"activities":["Other"],"financialPlanningClients":null,"assetMix":[],"privateFunds":13},"sources":{"adv1FilingDate":"29 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/322260/PDF/322260.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bridgepoint have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bridgepoint offer?","answer":"Bridgepoint provides other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bridgepoint have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bridgepoint?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bridgepoint get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}