BRIDGELIGHT CAPITAL LLC
Latest filing: Apr 02, 2025 (78 days ago)
AUM
$120,677,922
-13% change vs. 1 year ago
-12% change vs. 3 years ago
-54% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
20% change vs. 1 year ago
20% change vs. 3 years ago
-25% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SCOTTSDALE, AZ
7033 E. GREENWAY PARKWAY, SCOTTSDALE, AZ, UNITED STATES, 85254
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 129 | $0.0 |
| Average Individual AUM | $376,066 | |
| HNW | 45 | $0.1 |
| Average HNW AUM | $1,603,675 | |
| Retail Total | 174 | $0.1 |
| Average Retail AUM | $693,551 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.1 |
| PERSHING LLC | JERSEY CITY-NJ-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 55% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 38% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BRIDGELIGHT REAL ESTATE LLC | $0.0 | - | |
| BRIDGELIGHT INSURANCE LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SHAUN BRACKEN | SCOTTSDALE | AZ | S63|1984-04-18|S65|2014-08-01 | ||||||
| CHRISTY PATER SCHMITT | SCOTTSDALE | AZ | S63|1985-09-09|S65|2009-02-23 | ||||||
| KENNETH BLACKBURN | SCOTTSDALE | AZ | S63|1984-04-12|S65|1992-06-27 | ||||||
| GARY STRINGER | SCOTTSDALE | AZ | S63|1993-09-27|S66|2001-10-24 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.1 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | -13% | 5 | 1 | 20% |
| 2023-04-04 | $0.1 | $0.0 | 3% | 5 | 1 | 20% |
| 2022-04-01 | $0.1 | $0.0 | -12% | 5 | 1 | 20% |
| 2021-04-05 | $0.1 | $0.0 | -5% | 8 | -2 | -25% |
| 2020-04-01 | $0.3 | -$0.1 | -54% | 8 | -2 | -25% |
| 2014-04-01 | $0.1 | $0.0 | 12% | 3 | 3 | 100% |
| 2013-04-01 | $0.1 | $0.0 | 12% | 3 | 3 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AZ, AZ-07/09/2019, CA-01/20/2021, CO-04/02/2025, GA-04/02/2025, IL-05/02/2022, MT-04/02/2025, NH-01/20/2021, NV-01/20/2021, NY-04/02/2025, OR-04/02/2025, TX-01/20/2021, UT-01/20/2021, WA-01/20/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV