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BridgeInvest LLC
BRIDGEINVEST LLC is an SEC-registered investment adviser in MIAMI, FL, registered since 2020. The firm manages approximately $859 million in regulatory assets.
BridgeInvest LLC
BRIDGEINVEST LLC is an SEC-registered investment adviser in MIAMI, FL, registered since 2020. The firm manages approximately $859 million in regulatory assets. It has 33 employees and 33 investment advisers.
General information
Firm type
Private Credit Manager
Year founded
2011
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
David M. Sobelman
Founder & CEO
Jonathan B. Blumberg
Managing Director & General Counsel
Sector focus
Frequently asked questions
Who runs investment decisions at BridgeInvest?
David M. Sobelman, founder and CEO, oversees all investment and origination decisions. Jonathan B. Blumberg, Managing Director and General Counsel, provides legal structuring and transaction execution. Both are based in Miami. No separate investment committee or CIO has been publicly identified.
How does BridgeInvest source proprietary deal flow?
BridgeInvest originates loans directly through its team's network of sponsors, brokers, and real estate operators. The firm also receives referrals from institutional capital partners and servicers. Many loans are sourced off-market in competitive transitional situations where speed of execution is paramount.
Is BridgeInvest structured as a family office or does it operate more like a private credit fund?
BridgeInvest operates as a private credit manager, not a family office. The firm raises capital from institutional investors, family offices, and high-net-worth individuals, originating loans on a balance-sheet basis before syndicating or warehousing them. It is not funded by a single family fortune.
Does BridgeInvest participate in fund commitments or only direct deals?
BridgeInvest originates loans directly, then holds them on its balance sheet or syndicates them to institutional partners. It does not operate a blind-pool commingled fund structure. The firm offers co-investment opportunities in individual loan transactions to select clients on a deal-by-deal basis.
What investment stages does BridgeInvest typically target?
BridgeInvest focuses on bridge and transitional commercial real estate loans, including value-add repositioning, light construction, and stabilization financing. Loan sizes typically range from $5 million to $50 million per transaction. Properties include multifamily, office, industrial, retail, and hospitality assets across US urban markets.
Which sectors does BridgeInvest explicitly avoid?
BridgeInvest does not publicly disclose a formal list of excluded sectors. The firm primarily avoids raw land, early-stage development, and single-family residential. Its focus is income-producing commercial real estate with clear exit plans.
What is BridgeInvest's known posture on co-investments alongside external GPs?
BridgeInvest offers co-investment opportunities to institutional partners on a loan-by-loan basis. These are typically offered to investors with whom the firm has an existing relationship. The firm does not publicize specific co-investment terms or minimums.
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