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BRIDGEPORT PARTNERS

NEW YORK, NY · CRD 322871 · IAPD ↗ · bgptpartners.com · 9736000274

$476.5MRegulatory AUM
9Advisory reps
10Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
September 2026 — BRIDGEPORT PARTNERS reported RAUM up 28% ($372.8M -> $476.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
February 2024 — BRIDGEPORT PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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