BRIDGELANE FINANCIAL

BRIDGELANE FINANCIAL of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 299091). Regulatory assets under management: $2.3M.

Registration

• CRD: 299091
• Type: Registered investment adviser
• Location: ONE SANSOME STREET, SUITE 3500, SAN FRANCISCO, CA, 94104
• Phone: 415-370-1710
• Latest filing: 2026-02-17
• Regulatory AUM: $2.3M
• Discretionary AUM: $850K
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299091 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search