Bridgeport Asset Management
- Company typePrivate
- Founded2007
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Bridgeport Asset Management firmographics
Firmographics- Name
- Bridgeport Asset Management
- Legal name
- Bridgeport Asset Management Inc.
- Website
- https://bridgeportasset.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Bridgeport Asset Management industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Bridgeport Asset Management is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Bridgeport Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain
Revenue model
- Investment Management Fees: Discretionary investment management fees charged on assets under management. The firm provides comprehensive wealth planning alongside investment management services.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Bridgeport Asset Management product offering
Product offeringCore offering
Bridgeport Asset Management is a Toronto-based independent investment manager that runs eight in-house pooled portfolios covering publicly traded equities, fixed income, and private assets (private equity, venture capital, real estate, infrastructure, alternative income and commercial litigation finance). The firm applies quantitative screening combined with bottom-up fundamental research to construct diversified Endowment-Model portfolios and delivers discretionary investment management alongside wealth planning services such as tax, estate, and insurance planning for high-net-worth individuals, advisors, and small institutions.
Product overview
Bridgeport Asset Management offers a comprehensive suite of eight investment portfolios managed in-house, providing exposure to both publicly traded and private assets. The publicly traded offerings include four equity and fixed income funds (Canadian Equity, U.S. Equity, Small & Mid Cap Equity, and High Income Funds) that employ quantitative screening and rigorous bottom-up fundamental research. The private asset funds include Alternative Income, Private Equity Opportunities, and Private Real Estate & Infrastructure Funds, which provide institutional-quality access to private debt, private equity, venture capital, real estate, and infrastructure strategies. An additional fund focuses on commercial litigation finance. The firm also offers wealth planning services including portfolio management, tax planning, estate planning, and insurance coordination.
Differentiator
Problem solved
Functional benefit
Brands
- Bridgeport Canadian Equity Fund: Invests in approximately 20 Canadian large capitalization publicly traded stocks with low turnover using quantitative screening and bottom-up fundamental research.
- Bridgeport U.S. Equity Fund
- Bridgeport Small & Mid Cap Equity Fund
- Bridgeport High Income Fund
- Bridgeport Alternative Income Fund
- Bridgeport Private Equity Opportunities Fund
- Bridgeport Private Real Estate & Infrastructure Fund
- Balmoral Wood Commercial Advocate Fund
Products and services
- Bridgeport Canadian Equity Fund Invests in approximately 20 Canadian large-capitalization publicly traded stocks with low turnover, using quantitative screening and rigorous bottom-up fundamental research focused on earnings quality, cash flow generation, profitable growth and valuation. Built for clients seeking diversified Canadian equity exposure through a discretionary pooled portfolio.
- Bridgeport U.S. Equity Fund Invests in approximately 20 U.S. large-capitalization publicly traded stocks with low turnover using quantitative screening and rigorous bottom-up fundamental research focused on earnings quality, cash flow generation, profitable growth and valuation. Designed for clients seeking concentrated U.S. equity exposure.
- Bridgeport Small & Mid Cap Equity Fund Invests in a focused portfolio of approximately 20 to 30 small- and mid-capitalization publicly traded North American stocks with diversification, low turnover, and emphasis on unique growth opportunities, discounted valuations and high-quality business fundamentals.
- Bridgeport High Income Fund Provides exposure to a diversified portfolio of primarily North American income-producing liquid investments including bonds, convertible bonds, senior loans, preferred shares and dividend-paying stocks. Employs quantitative screening and fundamental research focused on earnings quality, cash flow stability and balance sheet strength.
- Bridgeport Alternative Income Fund Provides global exposure to a diversified portfolio of alternative income-generating private assets with low correlation to traditional investments and reduced volatility. Offers access to strategies typically reserved for large institutional investors through an actively managed portfolio with exposure to thousands of underlying investments, including private corporate debt, asset-based finance, private real estate lending and royalty strategies.
- Bridgeport Private Equity Opportunities Fund Provides access to a globally diversified portfolio of private equity and venture capital strategies offering low correlation to traditional investments with reduced volatility. Gives access to strategies typically reserved for large institutional investors through an actively managed portfolio with exposure to ownership interests in thousands of private companies.
- Bridgeport Private Real Estate & Infrastructure Fund Provides global exposure to a diversified portfolio of alternative investments across multiple private real estate and infrastructure asset classes with low correlation to traditional investments and reduced volatility. Offers institutional-quality access through an actively managed portfolio with exposure to ownership interests in thousands of individual real assets.
- Balmoral Wood Commercial Advocate Fund Provides exposure to a diversified portfolio of global commercial litigation finance-related investments in partnership with institutional investment managers specializing in this non-correlated asset class. Currently not open to investors.
- Wealth Planning Services Comprehensive wealth planning offering that bundles portfolio management with financial projections, estate planning, tax planning and insurance evaluation for high-net-worth clients. Coordinated with investment management and supported by transparent reporting through third-party custodian statements.
Quantifiable outcome
- 10%+ annual returns in 2024 for typical client portfolios with balanced public/private allocation
- +4 more outcomes
Companies that use Bridgeport Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
Bridgeport Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bridgeport Asset Management partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered support, core and supporting.
- PricewaterhouseCoopers (PwC)supportProfessional services and audit partner providing accounting and advisory services. Listed as a key service partner on the About Us page alongside other industry partners.
- Infinite Investment SystemssupportTechnology partner providing investment systems infrastructure. Listed among industry partners ensuring operational excellence.
- Borden Ladner Gervais (BLG)supportLegal services partner providing legal counsel and support. Listed as a key industry partner.
- Bain CapitalcoreTop-tier asset manager providing special situation lending strategy within the Bridgeport Alternative Income Fund. Part of the diversified portfolio of institutional-quality private asset managers.
- BrookfieldcoreMajor alternative asset manager providing private equity and infrastructure strategies. Bridgeport Canadian Equity Fund held Brookfield Corporation shares (+55% in 2024). Brookfield infrastructure managers included in the Private Real Estate & Infrastructure Fund.
- Hamilton LanecoreInstitutional investment manager providing infrastructure strategies within the Bridgeport Private Real Estate & Infrastructure Fund.
- ITE ManagementsupportingAsset manager providing US rail car leasing fund within the Bridgeport Alternative Income Fund.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Bridgeport Asset Management competitors and assessment
Company assessmentBroad incumbents
- CWB Wealth Management: Canadian wealth management arm of CWB Financial Group offering advisory, estate, and institutional portfolio management across Canada. Listed as a Bridgeport industry partner; competes in the same HNW/advisor segment at greater scale.
- Dynamic Funds (1832 Asset Management): Scotiabank-affiliated Canadian investment manager offering a wide range of equity, fixed income, and alternative solutions distributed through advisors. Comparable as a multi-strategy advisor-channel competitor with private-asset offerings.
- CI Global Asset Management: One of Canada's largest asset managers, distributing a broad lineup of public and alternative funds primarily through financial advisors. Comparable in advisor-channel distribution and fund breadth, but at significantly larger scale.
Direct peers
- Burgundy Asset Management: Toronto-based independent investment manager offering Canadian, U.S., global, and alternative strategies to institutional and HNW clients through advisors. Closely matches Bridgeport's boutique independent model and advisor distribution approach.
- Letko, Brosseau & Associates: Montreal-based independent investment manager offering global equity, Canadian equity, fixed income, and balanced strategies to institutional and private clients. Comparable as a Canadian independent with a multi-strategy product shelf.
- Mawer Investment Management: Calgary-based independent, employee-owned investment manager serving advisors, institutions, and HNW clients with a multi-asset fund lineup. Highly comparable to Bridgeport on independent positioning, advisor-channel focus, and emphasis on fundamental research.
- Leith Wheeler Investment Counsel: Vancouver-based independent investment counsel firm managing balanced, equity, and fixed income portfolios for HNW individuals, families, and institutions. Comparable boutique independent model with similar advisor and direct-client mix.
- Picton Mahoney Asset Management: Toronto-based independent asset manager offering equity, fixed income, and alternative income strategies, primarily through the advisor channel in Canada. Comparable to Bridgeport in product breadth and advisor-led GTM.
Peers
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks2 records
Key highlights6 records
Customer concentration
Bridgeport Asset Management social profiles
Digital presenceBridgeport Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bridgeport Asset Management leadership team
Management profileNumber of profiles
Profiles14 records
Bridgeport Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bridgeport Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bridgeport Asset Management
What does Bridgeport Asset Management do?
Bridgeport Asset Management is a Toronto-based independent investment manager that runs eight in-house pooled portfolios covering publicly traded equities, fixed income, and private assets (private equity, venture capital, real estate, infrastructure, alternative income and commercial litigation finance). The firm applies quantitative screening combined with bottom-up fundamental research to construct diversified Endowment-Model portfolios and delivers discretionary investment management alongside wealth planning services such as tax, estate, and insurance planning for high-net-worth individuals, advisors, and small institutions.
Is Bridgeport Asset Management a public or private company?
Bridgeport Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bridgeport Asset Management founded?
Bridgeport Asset Management was founded in 2007. It employs 1 to 10 people.
Where is Bridgeport Asset Management based?
Bridgeport Asset Management is headquartered in Toronto, Canada, in the North America region.
How does Bridgeport Asset Management make money?
One revenue line is on record: investment Management Fees.
Who are Bridgeport Asset Management's main competitors?
Broad incumbents on record are CWB Wealth Management, Dynamic Funds (1832 Asset Management) and CI Global Asset Management. Direct peers are Burgundy Asset Management, Letko, Brosseau & Associates, Mawer Investment Management, Leith Wheeler Investment Counsel and Picton Mahoney Asset Management. BMO Wealth Management is listed as a peer.
Does Bridgeport Asset Management have an API?
No public API is recorded for Bridgeport Asset Management.
What industry is Bridgeport Asset Management in?
Bridgeport Asset Management's product category is Investment Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.