Bridge Investment Group Partners, LLC (Murray)


Bridge Investment Group Partners, LLC is a large advisory firm based in Murray. It manages $6.7 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Delaware, Florida, and 3 other states.

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Bridge Investment Group Partners provides portfolio management for pooled investment vehicles and real estate private fund limited partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as investment manager to real estate related funds.

Bridge Investment Group Partners: assets under management

The assets under management (AUM) of Bridge Investment Group Partners, LLC is $6.7 billion. The firm's AUM has grown by 457% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.72 billion in discretionary accounts and $982 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $163.67 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bridge Investment Group Partners, 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.

Careers at Bridge Investment Group Partners, LLC

James Chung has served as the Chief Investment Officer since 1 Jan 2014. Chad Douglas Briggs joined the executive team most recently as the Member.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Donaldson Lee Hartman Chief executive officer / board / principal 1 Sep 2011 Other 2776761
Dean Anthony Allara Board of directors / coo / principal 1 Sep 2011 Other 5989082
Christian Valentine Young Board of directors / principal 1 Sep 2011 Other 5989083
Paul Sidney Hutchinson Director, capital markets / principal 1 Sep 2011 Other 5989084
Chad Douglas Briggs Chief financial officer / principal 1 Sep 2011 Other 5989085
Winston Cham Chiu Board of directors 1 Sep 2011 Other 3070633
Danuel Rodney Stanger Board of directors 1 Sep 2011 Other 1145317
John Samuel Pennington Chief compliance officer / principal 1 Oct 2011 Other 5984801
Robert Randolph Morse Board chairman / principal 1 Nov 2011 Other 1799666
Llc Rbp Capital Holdings Member 1 Jan 2012 75% - 100% 45-4084424
Jonathan Peter Slager Board of directors / cio / principal 1 Jan 2012 Other 5989081
Bridge Investment Group Llc Member 1 Jan 2012 75% - 100% 45-4084424
James Chung Chief investment officer 1 Jan 2014 Other 3250101

Indirect Owners

The SEC currently registers 24 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Samuel Pennington Member, manager 1 Sep 2011 Other 5984801
Robert Randolph Morse Member, manager 1 Sep 2011 25% - 50% 1799666
Donaldson Lee Hartman Member, manager 1 Nov 2011 Other 2776761
Jonathan Peter Slager Member, manager 1 Nov 2011 Other 5989081
Winston Cham Chiu Member 1 Nov 2011 Other 3070633
Dean Anthony Allara Member, manager 1 Nov 2011 Other 5989082
Christian Valentine Young Member, manager 1 Nov 2011 Other 5989083
Danuel Rodney Stanger Member, manager 1 Nov 2011 Other 1145317
Paul Sidney Hutchinson Member, manager 1 Nov 2011 Other 5989084
David Russell Minnick Member 1 Nov 2011 Other 5989086
Terence Kevin Anderson Member 1 Nov 2011 Other 5989087
Richard Wayne Stayner Member 1 Nov 2011 Other 5989088
Brad Dale Andrus Member 1 Nov 2011 Other 5989089
Kelley David Hansen Member 1 Nov 2011 Other 1607278
Robert Burr Hallock Member 1 Nov 2011 Other 5989090
Llc Bridge Investment Group Member 1 Dec 2011 25% - 50% 74-3108602
Ltd Pmn Real Estate Investments Member 1 Dec 2011 25% - 50% 98-1029738
Llc Rfg Roc Member 1 Dec 2011 Other 45-3364473
Llc Bridge Founders Group Member 1 Dec 2011 25% - 50% 74-3108602
Douglas Kent Anderson Member 1 Jan 2012 Other 6019127
Adam Bernard O'farrell Member 1 Jan 2013 Other 6186370
Matthew Turner Degraw Member 1 Jan 2013 Other 6186377
Matthew Lynn Jensen Member 1 Jan 2013 Other 6309026
Chad Douglas Briggs Member 1 Jan 2014 Other 5989085

Based in Murray

The principal office where Bridge Investment Group Partners, LLC performs its advisory services is located at 5295 Commerce Dr., Murray, UT 84107, which is also the mailing address of the firm. An additional office of the firm is in Orlando, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-716-4553 or by fax 801-716-4519. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at bridge-igp.com.