Bridges Investment Management Inc
OMAHA, NE
Form ADV and provider website profile · CRD 108028 · regulatory data as of Sep 10, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Bridges Investment Management Inc. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$11.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,175Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$11.0BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$307MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$11.3BTotal Firm AUM
$11.0BDiscretionary AUM
$307MNon-discretionary AUM
3,175Total accounts
3,145Discretionary accounts
30Non-discretionary accounts
Client Mix by Firm AUM
$11.3BFirm AUM
High-Net-Worth46.1%
Charities27.5%
Corporations20.2%
Individuals3.4%
Investment companies2.0%
Other Pooled Vehicles0.7%
Retirement Plans0.3%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth46.1%
752 clients$5.2B firm assets
Charities27.5%
110 clients$3.1B firm assets
Corporations20.2%
88 clients$2.3B firm assets
Individuals3.4%
919 clients$379M firm assets
Investment companies2.0%
1 clients$226M firm assets
Other Pooled Vehicles0.7%
1 clients$74M firm assets
Retirement Plans0.3%
4 clients$33M firm assets
Reported total1,875 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $5.2B | 752 | 46.1% |
| Charities | $3.1B | 110 | 27.5% |
| Corporations | $2.3B | 88 | 20.2% |
| Individuals | $379M | 919 | 3.4% |
| Investment companies | $226M | 1 | 2.0% |
| Other Pooled Vehicles | $74M | 1 | 0.7% |
| Retirement Plans | $33M | 4 | 0.3% |
| Reported total | $11.3B | 1,875 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…