POINT BRIDGE CAPITAL, LLC
Latest filing: Mar 12, 2025 (126 days ago)
AUM
$387,443,206
32% change vs. 1 year ago
33% change vs. 3 years ago
44% change vs. 5 years ago
27% change vs. 10 years ago
Employee Count
2
0% change vs. 1 year ago
0% change vs. 3 years ago
-33% change vs. 5 years ago
-33% change vs. 10 years ago
Main Office
FORT WORTH, TX
300 THROCKMORTON STREET, FORT WORTH, TX, UNITED STATES, 76102
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.2 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.2 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 26 | $0.2 |
| Average HNW AUM | $8,787,082 | |
| Retail Total | 26 | $0.2 |
| Average Retail AUM | $8,787,082 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| MERRILL LYNCH PROFESSIONAL CLEARING CORP. | NEW YORK-NY-USA | $0.1 |
| PERSHING LLC | JERSEY CITY-NJ-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 91% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 2% | $0.0 |
| Other Pools | 7% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
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 |
|---|---|---|---|
| PBC GENERAL PARTNER, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HAL LAMBERT | FORT WORTH | TX | S63|2017-08-28 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.4 | $0.0 | 0% | 2 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 2 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 32% | 2 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.1 | 28% | 2 | 0 | 0% |
| 2022-04-01 | $0.3 | $0.1 | 33% | 2 | 0 | 0% |
| 2021-04-05 | $0.2 | $0.2 | 74% | 3 | -1 | -33% |
| 2020-04-01 | $0.3 | $0.1 | 44% | 3 | -1 | -33% |
| 2019-04-01 | $0.3 | $0.1 | 46% | 3 | -1 | -33% |
| 2018-04-02 | $0.3 | $0.1 | 15% | 2 | 0 | 0% |
| 2017-04-01 | $0.3 | $0.1 | 44% | 3 | -1 | -33% |
| 2016-04-01 | $0.3 | $0.1 | 53% | 3 | -1 | -33% |
| 2015-04-01 | $0.3 | $0.1 | 27% | 3 | -1 | -33% |
| 2014-04-01 | $0.2 | $0.2 | 87% | 3 | -1 | -33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AZ-03/14/2018, TX-10/18/2013 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV