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ALLY BRIDGE GROUP (NY) LLC

NEW YORK, NY · CRD 291072 · IAPD ↗ · 646-829-9373

$218.9MRegulatory AUM
4Advisory reps
7Employees
3Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2026 — ALLY BRIDGE GROUP (NY) LLC reported RAUM up 30% ($167.9M -> $218.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — ALLY BRIDGE GROUP (NY) LLC reported RAUM down 26% ($226.1M -> $167.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — ALLY BRIDGE GROUP (NY) LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — ALLY BRIDGE GROUP (NY) LLC reported RAUM up 54% ($146.7M -> $226.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.