Liberty Lake, WA Office

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.