Investment adviser · CRD 307343

BRIDGEINVEST LLC

Investment adviser filing (IA)

MIAMI, FL, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $859M
Client accounts: 7
Employees: 33
Advisory professionals: 33

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	7	$858,619,075	100.0%

Filing source

Form ADV 2077331 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BRIDGEINVEST SPECIALTY CREDIT FUND IV LPReal Estate Fund · Last reported Mar 31, 2026$452MGross asset value

Feeder funds

BI PARTNERSHIP IV LP
BI PARTNERS IV FI LP
BI TE PARTNERSHIP IV LP

Fund administrator ALTER DOMUS (US) LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP MIAMI, Florida, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

GRANT THORNTON LLP
PCAOB 248

Fund details & source

Fund ID: 805-7608888307
Reported beneficial owners: 343
Minimum commitment: $100K
Form D file number: 021-462726

Form ADV 2077331 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGEINVEST SPECIALTY CREDIT FUND III LPReal Estate Fund · Last reported Mar 31, 2026$15MGross asset value

Feeder funds

BI PARTNERSHIP III LLLP
BRIDGEINVEST PARTNERS III LP

Fund administrator SS&C TECHNOLOGIES, INC. MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP MIAMI, Florida, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

GRANT THORNTON LLP
PCAOB 248

Fund details & source

Fund ID: 805-4813843969
Reported beneficial owners: 255
Minimum commitment: $100K
Form D file number: 021-374235

Form ADV 2077331 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGEINVEST CREDIT OPPORTUNITIES FUND LPReal Estate Fund · Last reported Mar 31, 2025$73.7MGross asset value

Form D fundraising filings

BridgeInvest Credit Opportunities Fund LP

Fund administrator ALTER DOMUS (US) LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP MIAMI, Florida, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

GRANT THORNTON LLP
PCAOB 248

Fund details & source

Fund ID: 805-6237651087
Reported beneficial owners: 102
Minimum commitment: $500K
Form D file number: 021-453290

Form ADV 1960545 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGEINVEST SPECIALTY CREDIT FUND II, LLLPReal Estate Fund · Last reported Mar 31, 2025$584KGross asset value

Form D fundraising filings

BridgeInvest Specialty Credit Fund II, LLLP

Feeder funds

BRIDGEINVEST PARTNERS II LP

Fund administrator SS&C TECHNOLOGIES, INC. MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP MIAMI, Florida, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

GRANT THORNTON LLP
PCAOB 248

Fund details & source

Fund ID: 805-7705618066
Reported beneficial owners: 117
Minimum commitment: $100K
Form D file number: 021-321581

Form ADV 1960545 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2601 SOUTH BAYSHORE DRIVE, SUITE 1400
MIAMI, FL, 33133, United States

CRD 307343

Filing source

Form ADV 2077331 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.