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BRIDGEPOINT LLC

NEW YORK, NY · CRD 322260 · IAPD ↗ · 212-324-5200

$24.18BRegulatory AUM
21Advisory reps
21Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — BRIDGEPOINT LLC reported RAUM up 52% ($15.86B -> $24.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
March 2026 — BRIDGEPOINT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — BRIDGEPOINT LLC shrank from 24 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2025 — BRIDGEPOINT LLC reported RAUM up 1146% ($1.25B -> $15.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — BRIDGEPOINT LLC reported RAUM down 89% ($10.95B -> $1.25B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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