Long Bridge Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Long Bridge Capital Management is a discretionary investment adviser that provides ongoing portfolio management and prepares individualized Investment Policy Statements for individual clients, managing roughly $53.8 million across about 100 client accounts. Services include asset allocation, asset selection, and regular portfolio monitoring using mutual funds, equities, ETFs, fixed income, and non‑U.S. securities.
The firm uses both fundamental and technical analysis and pursues long‑ and short‑term trading, documenting risk tolerance and time horizon in each client’s Investment Policy Statement and performing quarterly account reviews. The brochure notes strategies that include small and micro‑cap (low‑priced) securities, covered‑call overlays for enhanced income, and occasional use of leveraged funds and options.
Although the ADV lists high‑net‑worth individuals among allowable client types, the firm’s reported client mix does not include high‑net‑worth households, which is atypical for team advisors with similar AUM. Other notable practices disclosed in the brochure are a requirement that clients use a specific custodian (Schwab Institutional), routine aggregation (block) trading across accounts, and acceptance of custodian‑provided research and services.
Client services
Expertise
Fee options
All Assets+: 0.35% to 1.50%
Main office
See officeSpokane WA
Advisors at this office
1
Offices (4)
Most active in
Idaho · Washington
Also doing business as
7 B Advisors LLC · Long Bridge Capital Management · Long Bridge Capital Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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