SourcingSourcing

BRIDGE33 INVESTMENT MANAGEMENT LLC

C25
CRD 305580·SEC 801-117912·SEATTLE, WA
AUM
$1.08B
$1B+
Est. Revenue
$10.8M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIDGE33 INVESTMENT MANAGEMENT LLC
CRD
305580
SEC file #
801-117912
EIN
844018285
DBA names
—

Economics

AUM
$1.08B
AUM band
$1B+
AUM trajectory
'21'26
$215.0M → $1.08B▲ +400%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
25
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'21'26
9 advisors → 18 advisors▲ +100%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/16/2026
ADV-W filed at
—
Website
bridge33capital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIDGE33 CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BRIDGE33 CAPITAL LLC
BANCHERO, ALEXANDER, GIOVANNI
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRIDGE33CAPITAL.COM
Rdap Domain Creation Date
2012-07-06T00:07:09Z
Rdap Firm Age Years
14
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
0001797640
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2020-01-17
Edgar Last Filing Date
2022-01-18
Edgar Form D Count
2
Edgar Form D Offerings
2022-01-182022-01-18 · 0001797640-22-000001
2020-01-172020-01-17 · 0001797640-20-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Edgar Addresses
Mailing
1109 1ST AVESUITE 205SEATTLE, WA 98101
Business
1109 1ST AVESUITE 205SEATTLE, WA 98101
Edgar EIN
844018285
Edgar Recent Filings
D/A2022-01-18 · 0001797640-22-000001
D2020-01-17 · 0001797640-20-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-06T00:07:09Z
Rdap Domain Last Changed
2022-09-11T22:43:58Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
BANCHERO, ALEXANDER, GIOVANNI
Executive Officer · 2.5%
7720527
CHIEN, ANDY, SUNLAN
Executive Officer · 2.5%
7170293
DECKER, CARMEN, MARY
Executive Officer · 2.5%
8244297
HESLOP, DARRYL, CHARLES
Executive Officer · 2.5%
8066720
MOSLEHI, JAHAN, JENABIAN
Executive Officer · 2.5%
4420110
SULTAN, ARSHAD
Executive Officer · 2.5%
4261347