BRIDGEINVEST LLC
SEC RegisteredCredit Solutions That Yield Lasting Results
About the firm
Founded in 2011, BridgeInvest is a vertically integrated investment manager focused on structuring and investing in diversified portfolios of short-term, senior-secured loans collateralized by U.S. commercial real estate (CRE) that seek consistent yield enhancement and downside protection across market cycles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
BridgeInvest offers tailored lending programs including specialty bridge lending, ground-up construction loans, land acquisition financing, and note purchase financing, as well as investment management leveraging proprietary deal flow, longstanding partnerships, and capital markets expertise to build diversified loan portfolios.
Who they serve
Borrowers seeking financing and investors seeking diversified loan portfolios in U.S. commercial real estate
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 7 | $859M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIDGEINVEST LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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