Firm profile

BRIDGE INVESTMENT GROUP

SANDY, UTCRD 159127Latest ADV April 30, 2026

Bridge Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sandy, UT. Its latest Form ADV filing, dated April 30, 2026, reports $49.3B in regulatory assets under management, 610 employees, 11 offices, and 188 accounts.

Assets Under Management
$49.3B
Employees
610
Offices
11 offices
Total Clients
188
Primary office
SANDY, UT
111 E. SEGO LILY DRIVE, #400, SANDY, UT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOAdam B. O'farrell
CEOJonathan P. Slager
CCOJared K. Forsgren

Advisory services offered

2 types reported
Other advisory services
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 80.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
80.3%
151
2
JOINT VENTURES AND SMAS
19.7%
37

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$49.3Bas of April 30, 2026
Discretionary98.7%
$48.7B
99% of total RAUM98.7%
Non-discretionary1.3%
$629M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$49.3B
Total Accounts188
10Y AUM Change+$42.6B (+635.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees610
Clients per Employee0:1
10Y Employee Change+560 (+1120.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.