Point Bridge Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled vehicles. The firm advises 9 private funds.
Point Bridge Capital reports 37 clients. They include 26 high-net-worth individuals, 9 pooled investment vehicles and 2 investment companies. Of its assets, 53.3% ($224M across 67 accounts) are managed with discretion; $196M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 70% | 56% |
| Investment companies | 5% | 12% |
| Pooled investment vehicles | 24% | 32% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 26 | $237M | 56.4% | $9.11M |
| Investment companies | 2 | $48.3M | 11.5% | $24.1M |
| Pooled investment vehicles | 9 | $135M | 32.1% | $15M |
| Charitable organizations | Fewer than 5 | $12.6K | 0.0% | — |
| Total | 37 | $420M | 100% | — |
- Clients
- 26
- Regulatory AUM
- $237M
- AUM share
- 56.4%
- Avg. per client
- $9.11M
- Clients
- 2
- Regulatory AUM
- $48.3M
- AUM share
- 11.5%
- Avg. per client
- $24.1M
- Clients
- 9
- Regulatory AUM
- $135M
- AUM share
- 32.1%
- Avg. per client
- $15M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.6K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 37
- Regulatory AUM
- $420M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 9
- Financial planning clients last fiscal year
- 0
Point Bridge Capital charges 0.30%–1.25% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Fee details and sources
Hal Lambert owns 75% or more of Point Bridge Capital. The leadership team of Point Bridge Capital includes President Hal Lambert. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Point Bridge Capital, LLC
Hal Lambert
Control person · since October 2013
Point Bridge Capital’s regulatory assets grew 1.9× from $223M (March 2021) to $420M (March 2026); clients rose from 21 to 37 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $420M | 37 | 2 | 1 |
| Mar 2025March 2025 | $387M | 33 | 2 | 1 |
| May 2024May 2024 | $294M | 30 | 2 | 1 |
| Mar 2023March 2023 | $303M | 33 | 2 | 1 |
| Feb 2022February 2022 | $290M | 26 | 2 | 1 |
| Mar 2021March 2021 | $223M | 21 | 3 | 1 |
Besides its headquarters, Point Bridge Capital has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 300 Throckmorton Street, Suite 1550, Fort WorthHQ
Contact and registration details
- Legal name
- Point Bridge Capital, LLC
- Headquarters
- 300 Throckmorton Street, Suite 1550, Fort Worth, TX 76102
- Website
- pointbridgecapital.com
- Phone
- 817-529-4600
- @pointbridge1
- SEC file
- 801-78217
- Structure
- Delaware LLC
- Fiscal year end
- December
Point Bridge Capital’s named custodians for separately managed accounts are Merrill Lynch Professional Clearing ($196M, 71%) and Pershing ($79.2M, 29%). Point Bridge Capital has custody of $584K for 1 clients.
- PershingPershing LLC · Jersey City, NJ · $79.2M29%
- Merrill Lynch Professional ClearingMerrill Lynch Professional Clearing Corp. · New York, NY · $196M71%
At year end, Point Bridge Capital’s separately managed accounts were mostly in stocks (57%) and funds (41%).
What the accounts hold
- Stocks57%
- Funds41%
- Pooled vehicles33%
- Registered funds8%
- Cash2%
How many clients does Point Bridge Capital have?
Point Bridge Capital has 37 clients and manages $420 million for them, as of March 2026. They include 26 high-net-worth individuals, 9 pooled investment vehicles and 2 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Point Bridge Capital offer?
Point Bridge Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Point Bridge Capital charge?
Point Bridge Capital charges 0.30%–1.25% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Which custodians does Point Bridge Capital use?
Point Bridge Capital’s separately managed account assets are held at Merrill Lynch Professional Clearing Corp. (New York, NY), with $196M and Pershing LLC (Jersey City, NJ), with $79.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Point Bridge Capital have?
Point Bridge Capital has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 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
What does Point Bridge Capital invest in?
At the end of its last fiscal year, Point Bridge Capital’s separately managed accounts held 57% exchange-traded equities, 33% pooled vehicles (private funds and similar), 8% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents. It advises 9 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Point Bridge Capital?
Point Bridge Capital’s direct owner is Hal Lambert (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Point Bridge Capital get paid?
Point Bridge Capital is paid through a percentage of assets under management. 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
How do I contact Point Bridge Capital?
Point Bridge Capital’s main office is at 300 Throckmorton Street, Suite 1550, Fort Worth, TX 76102. Its phone number is 817-529-4600. Its website is pointbridgecapital.com.
