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Covered Bridge Financial LLC
COVERED BRIDGE FINANCIAL LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
COVERED BRIDGE FINANCIAL LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Registered Investment Adviser
Location
Region
North America
Sector focus
Frequently asked questions
Does Covered Bridge Financial make direct investments or fund commitments?
Its disclosed strategies — real estate, private credit, infrastructure, and hedge funds — can involve both direct investments (e.g., real estate direct deals) and fund commitments (e.g., hedge fund allocations). Specific deal structures are not publicly detailed.
How can I verify Covered Bridge Financial's regulatory status?
The firm is listed on the SEC's Investment Adviser Public Disclosure (IAPD) database. You can search by firm name at adviserinfo.sec.gov to review its Form ADV filings and any disclosure history.
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