Point Bridge Capital, LLC (Fort Worth)

Name: Point Bridge Capital, LLC
Address: 300 Throckmorton Street, Fort Worth, TX, 76102
Telephone: (817) 529- 4600

Point Bridge Capital, LLC is a large advisory firm based in Fort Worth. It manages $265 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona and Texas.

Point Bridge Capital provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Point Bridge Capital: assets under management

The assets under management (AUM) of Point Bridge Capital, LLC is $265 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $107 million in discretionary accounts and $158 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.95 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $39.5 million.

Investments

The firm invests in exchange traded securities the most. They account for 83% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 14% of the firm’s portfolio. Investments in investment grade corporate bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Point Bridge Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Point Bridge Capital serves?

The firm provides services to individuals, investment companies, charitable organizations, and high net worth individuals. The largest group of clients of Point Bridge Capital is high net worth individuals with 13 clients and $221.35 million of assets under management. Among the 9 most similar advisory firms, Point Bridge Capital has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $265 million for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Point Bridge Capital doesn't advise any private funds.

Careers at Point Bridge Capital, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hal Allen Lambert	Ceo, president & chief compliance officer	1 Oct 2013	75% - 100%	4090327

Based in Fort Worth

The principal office where Point Bridge Capital, LLC performs its advisory services is located at 300 Throckmorton Street, Fort Worth, TX 76102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (817) 529- 4600 or by fax (817) 529-4605. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pointbridgecapital.com.