Bridge Wealth Strategies Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2017

Year Founded

  • Professionals
  • 1

Professionals

Bridge Wealth Strategies General Information

Description

Bridge Wealth Strategies is an investment advisory firm based in Melville, New York. Established in 2017, the firm provides financial planning services to individuals, families, and businesses. The assets of the firm are governed by the executive management team.

Contact Information

Website
mybridgewealth.com
Year Founded
2017
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Founder & Chief Executive Officer
Email
ph
Phone
+1 (516)
Corporate Office
  • 68 South Service Road
  • Suite 100
  • Melville, NY 11747
  • United States
+1 (516)

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Bridge Wealth Strategies Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Bridge Wealth Strategies Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

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