Bridge Capital Management is a registered investment advisor based in Brooklyn, New York, founded in May 2023 by Renat Mamashev. The firm offers ongoing portfolio management tailored to each client's specific goals, time horizon, and risk tolerance, utilizing mutual funds, fixed income securities, equities, exchange-traded funds, and non-U.S. securities. Bridge Capital Management creates an individualized investment policy statement for every client and requests authority to make trades without asking first. In addition to standard portfolio management, the firm provides financial planning covering areas such as investment planning, life insurance, taxes, retirement, college savings, and debt management. Bridge Capital Management also offers performance-based fee structures for qualified clients, which combine a percentage-of-assets fee with a share of capital appreciation. The firm operates with a fiduciary duty, meaning they are legally required to act in your best interest when providing advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable. Qualified clients may choose an alternative performance-based fee structure of 2.00% annually plus a 20% performance fee on capital appreciation.