Bridge Capital Advisors, LLC (“Bridge Capital” or the “Firm”) is a minority-owned, Houston,
Texas-based limited liability company formed in 2019. Bridge Capital is a federally registered
investment advisor.
Bridge Capital provides general consulting and investment advisory services to pension funds,
foundations, endowments, corporations, Taft-Hartley plans, and trust. These services are
provided on a non-discretionary and discretionary basis. As of September 29, 2023, the firms’
regulatory assets under management of $442,989,939. These regulatory assets are based upon
its affiliation with Paradigm Partners Capital Management (CRD-174058, SEC-801-80811).
General Consulting Services
Our consulting services are provided to retirement plans (defined benefits and defined
contribution) plan trustees and investment committees that manage pension funds, endowments,
foundations, corporations, Taft-Hartley Plans, and trusts. These services are tailored to the
objectives, risk and mandates of the plan or client. We assist clients with investment policies,
asset allocation, trustee education, vendor evaluation, investment manager due diligence and
selection, portfolio and investment manager performance reporting and risk control the firm’s
investment recommendations are presented to a clients’ investment committee, senior
management, trustees and directors for their review and approval. Implementation of those
recommendations
are at the client’s sole discretion.
Outsourced CIO Services (Discretionary Consulting Services)
Outsourced Chief Investment Officer (“OCIO”) Services are offered to institutional clients that
wish to outsource the investment process on a discretionary basis. These services can be in full or
part. An institutional client’s portfolio is managed on a discretionary basis with the client’s specific
investment objectives serving as the guiding principle for making investments, we assume decision
making authority to hire and terminate investment managers across public and private markets, to
implement the client’s asset allocation directives, and to manage investment manager transitions.
Direct Investment Managed Account Services
Direct Investment Managed Account Services are provided to individuals, trusts, businesses, and
pension and profit-sharing plans pursuant to the terms and conditions of the client’s advisory
agreement on a discretionary basis.
Other Services
Project-Based Services – On a non-discretionary basis, we provide certain clients with project-based
advisory services, including, but not limited to, conducting due diligence on investment managers,
evaluating portfolios, RFP development, vendor analysis, and financial advisory services that impact
financial assets and investments. We develop a written report that outlines the goals, objectives, findings,
and recommendations for our clients.