Point Bridge Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 26, 2026, reports $420M in regulatory assets under management, 2 employees, and 68 accounts.
Assets Under Management
$420M
Employees
2
Offices
--
Total Clients
37
Primary office
FORT WORTH, TX
300 THROCKMORTON STREET, SUITE 1550, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.3% of total clients.
Top client categories% of clientsClients
1
HNWI
70.3%
26
2
Pooled Investment Vehicles
24.3%
9
3
Investment Cos.
5.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$420Mas of March 26, 2026
Discretionary53.3%
$224M
53% of total RAUM53.3%
Non-discretionary46.7%
$196M
47% of total RAUM46.7%
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$420M
Total Accounts68
10Y AUM Change+$150M (+55.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee19:1
10Y Employee Change-1 (-33.3%)
* 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.