BridgeLight Overview

Welcome to BridgeLight Capital

At BridgeLight, everything we do is focused on helping you – our client – achieve your financial goals.

By partnering with our clients throughout the investment management process, we set out together to meet new challenges, pursue new opportunities and increase the potential for success over the long-term. As our clients’ needs evolve, we remain firmly grounded in our specialization and in our commitment to traditional values.

Our investment philosophy is based on the Endowment Model, which is characterized by a focus on asset allocation as the primary driver of return, a value orientation, an appreciation for the liquidity premium, an opportunistic approach to assessing the role of investments within a portfolio, and a forward-thinking, dynamic ability to continuously challenge conventional thinking.

Our Firm

BridgeLight Capital is a SEC Registered Investment Advisor that provides investment advice and counsel to high net worth individuals, families, family offices, institutions, charitable organizations, entrepreneurs, professionals and foundations.

By partnering with our clients throughout the investment management process, we set out together to meet new challenges, pursue new opportunities and increase the potential for success over the long-term. As our clients’ needs evolve, we remain firmly grounded in our specialization and in our commitment to traditional values.

Our capabilities are delivered to each client through our proprietary investment solutions that optimize the effectiveness of each client’s strategy and ensures access to every resource and opportunity we offer. BridgeLight’s custodian, Pershing Advisor Solutions (member FINRA, SIPC – an affiliate of Pershing LLC), is a leading provider of financial business solutions. Through their innovative custody platform, we are able to deliver superior expertise and scalable and customizable solutions.

Our value heritage is the foundation of the firm’s domestic and international equities and fixed-income investment strategies. Our proprietary, time-tested disciplined investment approach is focused on preserving and enhancing our client’s wealth.

Over the years, we have built an investment management business with a primary focus on preserving capital. Our commitment, resources, and international reach enable us to provide comprehensive, innovative investment solutions to our individual and institutional clients.

Our Technology

BridgeLight’s Flexible Technology Solutions provide:

  • Business Intelligence Tools – Develop smart strategic plans and sync them with day-to-day operations
  • Investor Access Solutions – Offer our clients day and night online access to their account information
  • Open Architecture – Link to our firm’s established front-end platform
  • Operational Efficiency Tools – Streamline the way we do business now, while preparing for the future
BridgeLight Capital uses a mathematically driven approach to harness the technological, analytical and innovative capabilities of our Trading Services:
  • Best Execution – Seek best execution for trades on more than 60 markets worldwide
  • Equity Trading – Benefit from our execution expertise and enhanced liquidity
  • Fixed Income Trading – Ability to access a broad spectrum of fixed income opportunities
Our global capabilities are second to none. Through our custodian, Pershing Advisor Solutions and Pershing LLC (a BNY Mellon Company), we can execute on more than 60 markets, and facilitate the trading and conversion of nearly 50 currencies. We can tap into the market knowledge of our experienced traders, who offer expertise in foreign equities and a wide range of debt instruments.