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Data / Investment advisers / New York / Bridgeport Partners

Bridgeport Partners, New York, NY: $476 million AUM, SEC registered investment adviser

Bridgeport Partners is an SEC registered investment adviser with its main office in New York, New York and reports $476 million in regulatory assets under management in its Form ADV filed August 5, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.

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Registration
SEC registered investment adviser
CRD number
322871
SEC file number
801-128478
SEC status
Approved, effective July 31, 2023
Legal name
Bridgeport Management Company LLC
Main office
220 Fifth Avenue 18th Floor, New York, NY 10001
Phone
(973) 600-0274
Website
bgptpartners.com
Regulatory AUM
$476,492,546 in the Form ADV filed August 5, 2026
Discretionary AUM
$476,492,546
Accounts
3
Employees
10, of which 9 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, fixed fees, performance based fees
Private funds
3: 3 other private funds
Gross assets of private funds
$484,595,492
Other offices
1
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
August 5, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles3$476.5 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
September 1, 2026$476.5 millionAugust 5, 2026
April 1, 2026$372.8 millionMarch 27, 2026
December 1, 2025$355.8 millionMarch 28, 2025

Other advisers in New York

AdviserCityAUMPrivate fundsSource
Aureon Management LLCNew York$481 millionNot listedadviserinfo.sec.gov
Lion Point Capital, LPNew York$480.6 million5adviserinfo.sec.gov
Sound Point Meridian Management Company LLCNew York$478.5 millionNot listedadviserinfo.sec.gov
Idb Lido Wealth, LLCNew York$478.4 millionNot listedadviserinfo.sec.gov
Broad Sky Partners LLCNew York$476.9 million6adviserinfo.sec.gov
Sycale AdvisorsNew York$473.1 million9adviserinfo.sec.gov
Wealthedge Investment Advisors, LLCNew York$472.1 millionNot listedadviserinfo.sec.gov
Vanterra Capital LLCNew York$470.8 million11adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.