BRIDGEPORT ASSET MANAGEMENT, LLC.

BRIDGEPORT ASSET MANAGEMENT, LLC. of MADISON, WI is an SEC-registered investment adviser (CRD 290939). Regulatory assets under management: $30.4M.

Registration

• CRD: 290939
• Type: Registered investment adviser
• Location: 414 D'ONOFRIO DRIVE,, MADISON, WI, 53719
• Phone: 608-695-5396
• Latest filing: 2026-02-06
• Regulatory AUM: $30.4M
• Discretionary AUM: $24.8M
• Non-discretionary AUM: $5.6M
• Clients: 1
• Accounts: 163

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290939 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search