This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch · Pershing · TD Ameritrade · US Bank
- Clients
- Retail and Institutional
- Platforms
- Ember ember
- Established Date
- 06-18-2013
- Office Locations
- 1
Office Locations
About Point Bridge Capital, LLC
Point Bridge Capital is a Fort Worth, TX fee-only SEC-registered RIA (founded 2013) providing customized investment management across asset classes for entrepreneurs, family offices, foundations, nonprofits, and high-net-worth individuals. The firm also offers independent custody and trust services and, via its Dynasty Financial Partners partnership, leverages Pershing/Envestnet and iCapital access to broaden product and alternative investment options.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HAL ALLEN LAMBERT
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4090327
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,588,735 | $3,337,145 |
| Non-Discretionary | $196,100,647 | $196,100,647 |
| Total | $419,689,382 | $6,171,903 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $236,792,160
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $792,122,547 | 22.8% |
| Private Funds | $1,153,441,603 | 33.2% |
| Public Funds | $1,080,482,947 | 31.1% |
| Cash | $448,174,599 | 12.9% |
| Total | $3,474,221,696 | 100.0% |