Data / Investment advisers / Nebraska / Bridges Investment Management Inc
Bridges Investment Management Inc, Omaha, NE: $11.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bridges Investment Management Inc is an SEC registered investment adviser with its main office in Omaha, Nebraska and reports $11.3 billion in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Bridges Investment Management Inc (CRD number 108028): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108028
- SEC file number
- 801-57056
- SEC status
- Approved, effective December 9, 1999
- Main office
- 13333 California St Suite 500, Omaha, NE 68154
- Phone
- (402) 397-4700
- Website
- bridgesinv.com
- Regulatory AUM
- $11,307,553,900 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $11,000,967,697
- Non discretionary AUM
- $306,586,203
- Accounts
- 3,175
- Employees
- 79, of which 30 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $73,807,817
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 11, 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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | 752 | $5.21 billion |
| Charitable organizations | 110 | $3.11 billion |
| Corporations or other businesses | 88 | $2.28 billion |
| Individuals (other than high net worth individuals) | 919 | $379.5 million |
| Investment companies | 1 | $226.1 million |
| Pooled investment vehicles | 1 | $73.8 million |
| Pension and profit sharing plans | 4 | $32.8 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 of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $11.31 billion | March 31, 2026 |
| December 1, 2025 | $10.38 billion | March 31, 2025 |
Other advisers in Omaha
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | Omaha | $64.84 billion | Not listed | adviserinfo.sec.gov |
| CWM, LLC | Omaha | $50.58 billion | Not listed | adviserinfo.sec.gov |
| Mutual Advisors, LLC | Omaha | $9.45 billion | Not listed | adviserinfo.sec.gov |
| Weitz Investment Management, Inc. | Omaha | $8.08 billion | Not listed | adviserinfo.sec.gov |
| First National Advisers, LLC | Omaha | $7.37 billion | Not listed | adviserinfo.sec.gov |
| Avior Wealth Management, LLC | Omaha | $6.46 billion | Not listed | adviserinfo.sec.gov |
| M-One Capital | Omaha | $3.77 billion | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Omaha, NE
- Investment advisers in Nebraska
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Bridges Investment Management Inc on the SEC's adviser search
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.