Bridge Investment Group Holdings Inc.

Overview

• IndustryInvestment Advice¹
• HeadquartersSalt Lake City, Utah¹
• Incorporated inDE³
• Business address111 East Sego Lily Drive, Suite 400, Salt Lake City, Ut 84070³
• Filer category, Emerging growth company³

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We are a leading alternative investment manager, diversified across specialized asset classes, with approximately $49.8 billion of AUM as of December 31, 2024. Bridge combines its nationwide operating platform with dedicated teams of investment professionals focused on various specialized and synergistic investment platforms, including real estate, credit, renewable energy and secondaries strategies. Our broad range of products and vertically integrated structure allow us to capture new market opportunities and serve investors with various investment objectives. Our ability to scale our specialized and operationally driven investment approach across multiple attractive sectors within real estate equity and debt, in a way that creates sustainable and thriving communities, is the ethos of who we are and the growth engine of our success. We have enjoyed significant growth since our establis…⁵ From its latest annual report

Corporate structure

Bridge Investment Group Holdings Inc. is part of a group headed by Apollo Global Management. 264 entities, 32 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; subsidiaries, stakes and holdings from Wikidata (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Bridge Investment Group Holdings Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Investments

Intangibles and goodwill

Properties, in its own words

We are headquartered in Salt Lake City, Utah. Our other principal operations are located in New York, New York; San Mateo and Newport Beach, California; Orlando, Florida; Atlanta, Georgia; Charlotte, North Carolina; Arlington, Virginia; and Stamford, Connecticut. We lease each of these offices. We consider these facilities to be suitable and adequate for the management and operations of our business and believe that we should be able to renew our leases or secure similar property without an adverse impact on our operations.

Item 2 of the 10-K filed Mar 7, 2025.⁵

Leadership

Who has led Bridge Investment Group Holdings Inc., and when. Pick a name to see everywhere that person has worked.

• Chief executive officerJonathan Slager Jan 4, 2022 to now¹³
• ChairRobert Randolph Morse Jan 4, 2022 to now¹⁴
• Chief financial officerKatherine Elsnab Jan 4, 2023 to now¹⁵
• Chief financial officerChad D. Briggs Jan 4, 2022 to Jan 4, 2022¹⁶
• Chief operating officerAdam O'Farrell Jan 4, 2022 to now¹⁷

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

• Bridge Acquisitions, Asset Management and Dispositions LLC Delaware⁴
• Bridge Agency MBS Fund GP LLC Delaware⁴
• Bridge Agency MBS Fund Manager LLC Delaware⁴
• Bridge Commercial Real Estate LLC Georgia⁴
• Bridge Debt Capital Markets LLC Utah⁴
• Bridge Debt Strategies Fund II GP LLC Delaware⁴
• Bridge Debt Strategies Fund III GP LLC Delaware⁴
• Bridge Debt Strategies Fund IV GP LLC Delaware⁴
• Bridge Debt Strategies Fund Manager LLC Delaware⁴
• Bridge Debt Strategies Fund V GP LLC Delaware⁴
• Bridge Development Fund Manager LLC Delaware⁴
• Bridge Fund Financial Services LLC Delaware⁴
• Bridge Fund Management Holdings LLC Delaware⁴
• Bridge Investment Group Employee Blocker LLC Delaware⁴
• Bridge Investment Group Employee Operations LLC Delaware⁴
• Bridge Investment Group Guarantor LLC Delaware⁴
• Bridge Investment Group Holdings LLC Delaware⁴
• Bridge Investment Group Risk Management, Inc. Utah⁴
• Bridge Logistics Developer GP LLC Delaware⁴
• Bridge Logistics Properties Fund Manager LLC Delaware⁴
• Bridge Logistics US Venture I GP LLC Delaware⁴
• Bridge Logistics Value Fund II GP LLC Delaware⁴
• Bridge MF&CO Fund III GP LLC Delaware⁴
• Bridge Multifamily CV GP LLC Delaware⁴

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

1. Sep 2, 20258-K Completed an acquisition or sale; Listing notice or transfer; Change to shareholders' rights²⁸
2. Aug 7, 20258-K Results of operations²⁹
3. Jun 18, 20258-K Shareholder vote³⁰
4. Jun 11, 20258-K Other events³¹
5. May 8, 20258-K Results of operations³²
6. Feb 24, 20258-K Results of operations³³
7. Feb 24, 20258-K Entered a material agreement; Regulation FD disclosure; Other events³⁴
8. Nov 6, 20248-K Results of operations³⁵
9. Aug 6, 20248-K Results of operations³⁶
10. May 8, 20248-K Results of operations; Shareholder vote³⁷
11. Feb 21, 20248-K Results of operations³⁸
12. Nov 7, 20238-K Results of operations³⁹
13. Jan 4, 2022New chief executive Jonathan Slager becomes CEO¹³

Calendar

When it reported results

1. Aug 7, 2025Reported quarterly or annual results²⁹
2. May 8, 2025Reported quarterly or annual results³²
3. Feb 24, 2025Reported quarterly or annual results³³
4. Nov 6, 2024Reported quarterly or annual results³⁵
5. Aug 6, 2024Reported quarterly or annual results³⁶
6. May 8, 2024Reported quarterly or annual results³⁷
7. Feb 21, 2024Reported quarterly or annual results³⁸
8. Nov 7, 2023Reported quarterly or annual results³⁹

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

205 filings to the SEC since October 2021: 4 annual reports, 12 quarterly reports, 28 major events, 71 insider forms, 47 large holders, 43 other. The latest 20:

1. Nov 13, 2025SCHEDULE 13G/A EDGAR
2. Sep 12, 202515-12G EDGAR
3. Sep 5, 2025EFFECT EDGAR
4. Sep 2, 20254 EDGAR
5. Sep 2, 2025POS AM EDGAR
6. Sep 2, 2025S-8 POS EDGAR
7. Sep 2, 2025S-8 POS EDGAR
8. Sep 2, 20258-K EDGAR
9. Sep 2, 2025SCHEDULE 13D/A EDGAR
10. Sep 2, 20254 EDGAR
11. Sep 2, 20254 EDGAR
12. Sep 2, 20254 EDGAR
13. Sep 2, 20254 EDGAR
14. Sep 2, 20254 EDGAR
15. Sep 2, 20254 EDGAR
16. Sep 2, 20254 EDGAR
17. Sep 2, 20254 EDGAR
18. Aug 12, 2025SCHEDULE 13G EDGAR
19. Aug 8, 202510-Q EDGAR
20. Aug 7, 2025425 EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

52 open-market trades by officers, directors and large owners since October 2021: 0 buys and 52 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• GLAZER CAPITAL, LLCSCHEDULE 13G/A, 2 filings Jul 23, 2025 to Nov 13, 2025⁴⁰
• Robert Randolph MorseSCHEDULE 13D/A, 4 filings Jan 7, 2022 to Sep 2, 2025⁴¹
• BarclaysSCHEDULE 13G, 1 filing Aug 12, 2025⁴²
• FMR LLCSCHEDULE 13G/A, 4 filings Dec 6, 2024 to Aug 6, 2025⁴³
• Prudential FinancialSCHEDULE 13G/A, 4 filings Feb 14, 2022 to May 15, 2025⁴⁴
• JENNISON ASSOCIATES LLCSCHEDULE 13G/A, 4 filings Feb 10, 2022 to May 8, 2025⁴⁵
• Burgundy Asset Management Ltd.SC 13G/A, 5 filings Feb 14, 2022 to Nov 12, 2024⁴⁶
• MILLENNIUM MANAGEMENT LLCSC 13G/A, 3 filings Dec 7, 2023 to Oct 15, 2024⁴⁷
• BANK OF NOVA SCOTIASC 13G/A, 4 filings Dec 26, 2023 to Oct 10, 2024⁴⁸
• VANGUARD GROUP INCSC 13G/A, 3 filings Feb 9, 2022 to Feb 13, 2024⁴⁹
• 1832 Asset Management L.P.SC 13G, 3 filings Feb 11, 2022 to Feb 9, 2024⁵⁰
• Franklin Templeton InvestmentsSC 13G/A, 3 filings Feb 3, 2022 to Feb 6, 2024⁵¹
• Morgan StanleySC 13G/A, 2 filings Feb 8, 2023 to Dec 11, 2023⁵²
• Conversant Capital LLCSC 13G/A, 2 filings Feb 13, 2023⁵³

SEC filer profile

How Bridge Investment Group Holdings Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARBridge Investment Group Holdings Inc.¹
• CIK0001854401
• Employer ID (EIN)82-2769085⁵
• Filer statusAccelerated filer an emerging growth company; not a smaller reporting company; not a shell company⁵
• Incorporated inDelaware⁵
• Fiscal year endsDecember 31¹
• Industry code (SIC)6282 Investment Advice¹
• SEC reviewing officeOffice of Finance, Division of Corporation Finance¹
• Business address111 East Sego Lily Drive, Suite 400, Salt Lake City, UT 84070¹
• Phone(801) 506-1463¹
• Shares outstanding44,702,523 Common Class A shares; 79,142,364 Common Class B shares as of Mar 5, 2025⁵
• Public float$241.1M as of Jun 28, 2024⁵
• AuditorDeloitte & Touche LLP, Salt Lake City, Utah PCAOB ID 34; no auditor attestation of internal control over financial reporting⁵
• On EDGAR sinceApr 16, 2021¹
• Filings249 in all: 4 (78), 8-K (29), SC 13G/A (22), 144 (15), 10-Q (13), SC 13G (12), 3 (11), 425 (10)¹
  All 37 form types

  SCHEDULE 13G/A (6), 10-K (4), CORRESP (4), SC 13D/A (4), DEF 14A (3), DEFA14A (3), EFFECT (3), SCHEDULE 13D/A (3), SCHEDULE 13G (3), UPLOAD (3), ARS (2), S-1/A (2), S-8 (2), S-8 POS (2), 15-12G (1), 25-NSE (1), 4/A (1), 424B4 (1), 8-A12B (1), 8-K/A (1), CERT (1), DEFM14A (1), DRS (1), DRS/A (1), DRSLTR (1), POS AM (1), S-1 (1), S-3 (1), SC 13D (1)

• Latest filingsAnnual report (10-K) Mar 7, 2025
  Quarterly report (10-Q) Aug 8, 2025
  Proxy statement (DEF 14A) Mar 21, 2024
  Latest 8-K (8-K) Sep 2, 2025

Securities registered for trading

From the cover page of the 10-K filed Mar 7, 2025 (Section 12(b) of the Exchange Act).⁵

Risk factors and legal proceedings

The risks Bridge Investment Group Holdings Inc. names in Item 1A of its 10-K filed Mar 7, 2025: 60 risks under these headings, as written.⁵

• Risks Related to the Proposed Mergers
• The Mergers may not be completed within the expected timeframe, or at all, and significant delay or the failure to complete the Mergers could adversely affect our business and the market price of our common stock.
• The announcement and pendency of our acquisition by Apollo could adversely affect our business, prospects, financial condition, and results of operations.
• The Merger Agreement contains provisions that could discourage a potential competing acquirer of our company or could result in any competing proposal being at a lower price than it might otherwise be.
• While the Merger Agreement is in effect, we are subject to restrictions on our business activities.
• If the Corporate Merger does not qualify as a “reorganization” under Section 368(a) of the Code, holders of our Class A common stock may be subject to additional U.S. federal income tax in connection with their receipt of Apollo common stock in the Corporate Merger.
• Risks Related to Our Business
• The historical performance of our fund investments may not be indicative of the future results of our fund investments or our operations or any returns expected on an investment in our Class A common stock.
• Difficult economic, market and political conditions may adversely affect our businesses, including by reducing the value or hampering the performance of the investments made by our funds or reducing the ability of our funds to raise or deploy capital, each of which could materially reduce our revenue, earnings and cash flow and adversely affect our financial prospects and condition.
• Valuation methodologies for certain assets held by our funds and other vehicles can be subject to significant subjectivity, and the values of assets may not be the same when realized.
• If the investments we make on behalf of our funds perform poorly, we may suffer a decline in our investment management revenue and earnings.
• Our business depends in large part on our ability to raise capital from third-party investors. A failure to raise capital from third-party investors on attractive fee terms or at all, would impact our ability to collect management fees or deploy such capital into investments, which would materially reduce our revenue and cash flow and adversely affect our financial condition.

Legal proceedings

We may from time to time be involved in litigation and claims incidental to the conduct of our business. Our businesses are also subject to extensive regulation, which may result in regulatory proceedings against us. We are not currently subject to any pending legal proceeding (including judicial, regulatory, administrative or arbitration) that we expect to have a material impact on our business, consolidated financial statements or results of operations.

The opening of Item 3, Legal Proceedings.⁵