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Drawbridge Capital

Drawbridge Capital. CRD 128636

Drawbridge Capital logo

CRD: 128636

Drawbridge Capital

Tulsa, OK, 74136
9184934190
$224.6M Total AUM
$224.6M Disc. AUM
16.2% 3Y CAGR
10 Employees
981 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Harbor
Established Date
04-28-2004
Office Locations
1

Office Locations

7134 S.yale AVE STE 700 Tulsa OK

About Drawbridge Capital

Drawbridge Capital provides fundamentally driven, bottom-up active equity strategies for retail and institutional investors, and works with consultants and business partners. Portfolios are concentrated with few constraints, objective and data-led rather than forecast-driven, and intentionally contrarian—seeking idiosyncratic returns with persistently low correlation to broad equity markets.

Team overview

56 AVG AGE
$37.4M AVG AUM / ADVISOR
$228.9K AVG AUM / CLIENT
3.6 yrs AVG TENURE
10 Employees
6 Advisory Reps
5 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Bridge vital Frontier Ember Unison ridge Vital Summit

Client Personas

Harbor prime

Custodian

Element pioneer Insight Ember value Eagle

Investment Themes

Oak catalyst Delta Beacon Peak Summit summit

Investment Vehicles

Catalyst Horizon

Services

Bridge Glacier focus Capital north Bridge Vector Ridge Prime matrix Glacier North Vertex

Technology

Atlas

Owner & Executives

GARY MICHAEL STANISLAWSKI

GARY MICHAEL STANISLAWSKI

President

CRD
#2518714
Ownership
75% or more
(353) 670-8865
timber.vital@timbercapital.com
in linkedin.com/in/crest-catalyst
M

MONTY WAYNE DOSSMAN

Chief Investment Officer

CRD
#1300447
Ownership
Less than 5%
(392) 982-1613
horizon.pathway@peakcapital.com
in linkedin.com/in/oak-north

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Contacts

SCOTT FREDERICK DITTMER

SCOTT FREDERICK DITTMER

--

CRD
#6395348
(704) 615-9794
beacon.vertex@ridgecapital.com
in linkedin.com/in/vertex-pioneer
TIERNEY JOLYN GORHAM

TIERNEY JOLYN GORHAM

Financial Advisor

CRD
#5105199
(501) 633-3605
optima.vertex@peakcapital.com
in linkedin.com/in/wave-glacier
M

Momentum legacy

Crest capital signal

CRD
#69255
(743) 454-7338
insight.capital@capitalcapital.com
in linkedin.com/in/matrix-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-07-2022
03-28-2023
11-22-2024
03-19-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $224,592,580 $229,410
Non-Discretionary $0 --
Total $224,592,580 $229,410

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Separately Managed Accounts

Total SMA Asset: $224,592,580

$224.6M Total SMA
Public Funds:
18.8%
Equity - Exchange:
15.9%
Cash:
13.2%
Corporate - Non-Investment Grade:
11.3%
Other:
22.9%
Corporate - Investment Grade:
17.9%
Asset class Assets Assets %
Public Funds $884,207,166 18.8%
Equity - Exchange $747,813,507 15.9%
Cash $620,826,308 13.2%
Corporate - Non-Investment Grade $531,464,945 11.3%
Other $1,077,039,579 22.9%
Corporate - Investment Grade $841,878,099 17.9%
Total $4,703,229,604 100.0%

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