Data / Investment advisers / Texas / Point Bridge Capital, LLC
Point Bridge Capital, LLC, Fort Worth, TX: $420 million AUM, SEC registered investment adviser
Point Bridge Capital, LLC is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $420 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, pooled investment vehicles and investment companies. It is paid through a percentage of assets under management. It advises 9 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 168071
- SEC file number
- 801-78217
- SEC status
- Approved, effective June 18, 2013
- Main office
- 300 Throckmorton Street Suite 1550, Fort Worth, TX 76102
- Phone
- (817) 529-4600
- Website
- pointbridgecapital.com
- Regulatory AUM
- $419,689,382 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $223,588,735
- Non discretionary AUM
- $196,100,647
- Accounts
- 68
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 9: 9 venture capital funds
- Gross assets of private funds
- $134,603,230
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 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 | 26 | $236.8 million |
| Pooled investment vehicles | 9 | $134.6 million |
| Investment companies | 2 | $48.3 million |
| Charitable organizations | Fewer than 5 | $12,633 |
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 | $419.7 million | March 26, 2026 |
| December 1, 2025 | $387.4 million | August 6, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Signal Securities, Inc. | Fort Worth | $679.1 million | Not listed | adviserinfo.sec.gov |
| Aspen Wealth Management, LLC | Fort Worth | $657.8 million | Not listed | adviserinfo.sec.gov |
| Dean, Jacobson Financial Services | Fort Worth | $519.4 million | Not listed | adviserinfo.sec.gov |
| Basin Oil and Gas Management, LP | Fort Worth | $492.7 million | 5 | adviserinfo.sec.gov |
| SWMG, LLC | Fort Worth | $430.4 million | Not listed | adviserinfo.sec.gov |
| Rhodes Investment Advisors, Inc. | Fort Worth | $419.2 million | Not listed | adviserinfo.sec.gov |
| Vortus Investment Advisors, LLC | Fort Worth | $411.7 million | 5 | adviserinfo.sec.gov |
| The Capital Chart Room, LTD | Fort Worth | $400.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Point Bridge Capital, LLC on the SEC's adviser search
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.