9AT: BRIDGE CAPITAL ADVISORS

Adviser Profile

As of Date	09/29/2025
Registration	SEC, Approved, 06/14/2022
ADV Location	HOUSTON, TX, United States
Contact Info	281 xxxxxxx
Websites

AUM^*	687,300,503 25%
of that, discretionary	500,000,000 13%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	98,185,786 11%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser INTERNATIONAL ASSETS ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser GG CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MARI LEGACY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.9m	#Funds-
Adviser COHERENCE FINANCE INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.0k	#Funds-
Adviser COMMONWEALTH FINANCIAL SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM994.7m	#Funds-
Adviser DIAZO, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM221.6m	#Funds-
Adviser COTTONWOOD CAPITAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund20.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV20.3m	AUM347.3m	#Funds4
Adviser CARLIN WEALTH MANAGEMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM240.9m	#Funds-
Adviser LOCKTON INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM21.6b	#Funds-
Adviser JOHNSON ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Bridge Capital Advisors, LLC (“Bridge Capital” or the “Firm”) is a minority-owned, Houston, Texas-based limited liability company formed in 2019. Bridge Capital is a federally registered investment advisor. Bridge Capital provides general consulting and investment advisory services to pension funds, foundations, endowments, corporations, Taft-Hartley plans, and trust. These services are provided on a non-discretionary and discretionary basis. As of September 29, 2023, the firms’ regulatory assets under management of $442,989,939. These regulatory assets are based upon its affiliation with Paradigm Partners Capital Management (CRD-174058, SEC-801-80811). General Consulting Services Our consulting services are provided to retirement plans (defined benefits and defined contribution) plan trustees and investment committees that manage pension funds, endowments, foundations, corporations, Taft-Hartley Plans, and trusts. These services are tailored to the objectives, risk and mandates of the plan or client. We assist clients with investment policies, asset allocation, trustee education, vendor evaluation, investment manager due diligence and selection, portfolio and investment manager performance reporting and risk control the firm’s investment recommendations are presented to a clients’ investment committee, senior management, trustees and directors for their review and approval. Implementation of those recommendations

are at the client’s sole discretion. Outsourced CIO Services (Discretionary Consulting Services) Outsourced Chief Investment Officer (“OCIO”) Services are offered to institutional clients that wish to outsource the investment process on a discretionary basis. These services can be in full or part. An institutional client’s portfolio is managed on a discretionary basis with the client’s specific investment objectives serving as the guiding principle for making investments, we assume decision making authority to hire and terminate investment managers across public and private markets, to implement the client’s asset allocation directives, and to manage investment manager transitions. Direct Investment Managed Account Services Direct Investment Managed Account Services are provided to individuals, trusts, businesses, and pension and profit-sharing plans pursuant to the terms and conditions of the client’s advisory agreement on a discretionary basis. Other Services Project-Based Services – On a non-discretionary basis, we provide certain clients with project-based advisory services, including, but not limited to, conducting due diligence on investment managers, evaluating portfolios, RFP development, vendor analysis, and financial advisory services that impact financial assets and investments. We develop a written report that outlines the goals, objectives, findings, and recommendations for our clients.

BRIDGE CAPITAL ADVISORS

BRIDGE CAPITAL ADVISORS

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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BRIDGE CAPITAL ADVISORS BRIDGE CAPITAL ADVISORS

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BRIDGE CAPITAL ADVISORS

BRIDGE CAPITAL ADVISORS