Bridge City Capital, LLC (Portland)
Bridge City Capital, LLC is a large advisory firm based in Portland. It manages $158.91 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, New York, Oregon, and Washington.
Bridge City Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Bridge City Capital: assets under management
The assets under management (AUM) of Bridge City Capital, LLC is $158.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 234% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Bridge City Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Bridge City Capital serves?
The firm provides services to charitable organizations, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Bridge City Capital is state or municipal government entities with 9 clients and $114.88 million of assets under management. Among the 8 most similar advisory firms, Bridge City Capital has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $158.91 million for 24 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bridge City Capital doesn't advise any private funds.
Careers at Bridge City Capital, LLC
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Portland
The principal office where Bridge City Capital, LLC performs its advisory services is located at 6420 Sw Macadam Suite 206, Portland, OR 97239, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-265-8554 or by fax 503-265-8609. The normal business hours are 6:30am- 3:00pm pst on Monday - Friday. You can find more information about the New York firm at bridgecitycap.com/.
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