SourcingSourcing

POINT BRIDGE CAPITAL, LLC

C46
CRD 168071·SEC 801-78217·FORT WORTH, TX
AUM
$419.7M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POINT BRIDGE CAPITAL, LLC
CRD
168071
SEC file #
801-78217
EIN
980654923
DBA names
—

Economics

AUM
$419.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$265.0M → $419.7M▲ +58%
Client mix
Individuals High Net Worth26
Pooled Investment Vehicles9
Investment Companies2

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
FORT WORTH TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
pointbridgecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAMBERT, HAL, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LAMBERT, HAL, ALLEN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
POINTBRIDGECAPITAL.COM
Rdap Domain Creation Date
2013-07-31T13:53:58Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001488277
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2010-04-15
Edgar Last Filing Date
2025-08-08
Edgar Form D Count
18
Edgar Form D Offerings
2025-08-082025-08-08 · 0000902664-25-003426
2024-08-092024-08-09 · 0000902664-24-005025

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Jpmorgan18
Pershing4
E*trade4
Edgar Addresses
Mailing
C/O INTERTRUST CORP. SVCS. (CAYMAN) LTD.ONE NEXUS WAY, CAMANA BAYGRAND CAYMAN, E9, KY1-9005
Business
C/O INTERTRUST CORP. SVCS. (CAYMAN) LTD.ONE NEXUS WAY, CAMANA BAYGRAND CAYMAN, E9, KY1-9005
Edgar EIN
980654923
Edgar Recent Filings
D/A2025-08-08 · 0000902664-25-003426
D/A2024-08-09 · 0000902664-24-005025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-25T11:59:59Z
Rdap Domain Last Changed
2026-04-26T13:01:03Z
Rdap Nameservers
Cleo.ns.cloudflare.comGene.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4090327
Trust Company Affiliate
No

People (1)

1
LAMBERT, HAL, ALLEN
IAR · Direct Owner · 87.5%
4090327