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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 9
Registration SEC, Approved, 12/2/2013
AUM* 708,497,174 -9.32%
of that, discretionary 708,497,174 -9.32%
Private Fund GAV* 708,497,174 -9.32%
Avg Account Size 236,165,725 -9.32%
SMA’s No
Private Funds 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
781M 670M 558M 446M 335M 223M 112M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$708,497,174

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Brochure Summary

Overview

Bridge Growth is a private equity firm formed in May 2013 and organized as a limited liability company under the laws of the State of Delaware. Bridge Growth is a minority controlled private equity firm. Bridge Growth is owned and controlled by Alok Singh, the Chief Executive Officer and Chief Investment Officer, Joseph M. Tucci, the Chairman, Tom Manley, a Partner, Bill Teuber, a Senior Principal, Brad Weckstein, a Partner, Alison Catchpole, the Chief Compliance Officer and Chief Financial Officer and Eric Klein, a Managing Director. Mr. Singh, together with Messrs. Tucci, Manley, Teuber, Weckstein, Klein and Yves de Balmann, comprise Bridge Growth’s investment committee in respect of future collective investment vehicles or accounts (the “Investment Committee”). The investment committee in respect of the portfolio companies of Bridge Growth Partners, LP and Bridge Growth Partners (Parallel), LP (the “Fund I Investment Committee”), is comprised of Mr. Sander Levy, a Senior Advisor and Co-Founder of Bridge Growth, along with Messrs Singh, Tucci and Manley. References to the “Investment Committee” herein shall also refer to the Fund I Investment Committee as the context requires. All major investment decisions are made by the Investment Committee. Bridge Growth serves as an investment manager and provides discretionary advisory services to several related collective investment vehicles, including private investment partnerships (the “Partnership” or collectively the “Partnerships”). Typically, within each partnership structure is a designated general partner (the “General Partner(s)”). Unless and only to the extent that the context otherwise requires, references to Bridge Growth include the General Partner(s). Bridge Growth pursues investments in middle market companies in the technology sector. Bridge Growth focuses primarily on opportunities resulting from: (i) privately-held companies with a need to change ownership or management structure, motivating a desire for a full or partial monetization; (ii) corporate divestitures of divisions or segments, resulting from a shift in strategy, organizational demands or other market developments that will from time to time lead to a traditional sale or a transaction involving a full or partial sponsored spin-off; (iii) public and private companies that need additional financial capital or access to relevant human capital to execute their business growth strategy or take advantage
of a particular strategic opportunity that has emerged; (iv) public or private companies where creditors have taken significant ownership positions as a result of capital structure issues, and could benefit from industry specific resources and operating expertise; (v) private equity investments that have run the course of their investment period, will from time to time require additional resources to improve financial performance or require additional financial capital or expertise to take advantage of a strategic acquisition opportunity, shift in market focus, or go-to-market model; or (vi) public company buyouts where there is clear benefit from being privately held in order to pursue important market or product development initiatives or significant business development actions. In providing services to the Partnerships, Bridge Growth formulates each Partnership’s investment objectives, directs and manages the investment and reinvestment of each Partnership’s assets, and provides reports to investors. Investment advice is provided directly to the Partnerships and not individually to the limited partners or shareholders of the Partnerships (the “Investors”). Bridge Growth manages the assets of the Partnerships in accordance with the terms of each Partnership’s limited partnership agreement and other governing documents applicable to each Partnership (as amended and restated from time to time, the “Governing Documents”). All terms are generally established at the time of the formation of a Partnership, and are only terminable once the applicable Partnership is dissolved, wound up, and terminated. The Investors may not restrict investments by the Partnerships in any capacity, and except in limited circumstances, Investors are not permitted to withdraw from a Partnership prior to the Partnership’s dissolution. Shares or limited partnership interests in the Partnerships are not registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”), and the Partnerships are not registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”). Accordingly, interests or shares in the Partnerships are offered and sold exclusively to Investors satisfying the applicable eligibility and suitability requirements, either in private transactions within the United States or in offshore transactions. As of December 31, 2023, Bridge Growth had approximately $708.5 million in assets under management, all managed on a discretionary basis.