BRDG / Bridge Investment Group Holdings Inc. - SEC-arkiveringar, Årsredovisning, Fullmaktsutlåtande

Bridge Investment Group Holdings Inc.
US ˙ NYSE ˙ US10806B1008
DENNA SYMBOL ÄR INTE LÄNGRE AKTIV

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LEI 254900DM5RNXPXHN9V91
CIK 1854401
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis. These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Bridge Investment Group Holdings Inc.
SEC Filings (Chronological Order)
Denna sida innehåller en komplett, kronologisk lista över SEC-arkiveringar, exklusive ägande-arkiveringar som vi tillhandahåller på andra ställen.
September 2, 2025 POS AM

As filed with the Securities and Exchange Commission on September 2, 2025

POS AM As filed with the Securities and Exchange Commission on September 2, 2025 Registration Statement No.

September 2, 2025 EX-3.1

SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION BRIDGE INVESTMENT GROUP HOLDINGS INC.

EX-3.1 Exhibit 3.1 SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BRIDGE INVESTMENT GROUP HOLDINGS INC. FIRST: The name of this Corporation shall be Bridge Investment Group Holdings Inc. (the “Corporation”). SECOND: Its registered office in the State of Delaware is to be located at Corporation Trust Center, 1209 Orange Street, County of New Castle, Wilmington, Delaware, 19801, and the

September 2, 2025 EX-99.1

Apollo Completes Acquisition of Bridge Investment Group

EX-99.1 Exhibit 99.1 Apollo Completes Acquisition of Bridge Investment Group New York and Salt Lake City – September 2, 2025 – Apollo (NYSE: APO) and Bridge Investment Group Holdings Inc. (“Bridge”) today announced that Apollo has completed the previously announced acquisition of Bridge in an all-stock transaction. As a platform company within Apollo’s asset management business, Bridge will retain

September 2, 2025 EX-3.2

SECOND AMENDED AND RESTATED BYLAWS BRIDGE INVESTMENT GROUP HOLDINGS INC. Dated as of: September 2, 2025 ARTICLE I

EX-3.2 Exhibit 3.2 SECOND AMENDED AND RESTATED BYLAWS OF BRIDGE INVESTMENT GROUP HOLDINGS INC. Dated as of: September 2, 2025 ARTICLE I OFFICES Section 1. REGISTERED OFFICES. The registered office shall be in Wilmington, Delaware, or such other location as the Board of Directors may determine or the business of the corporation may require. Section 2. OTHER OFFICES. The corporation may also have of

September 2, 2025 S-8 POS

As filed with the Securities and Exchange Commission on September 2, 2025

S-8 POS As filed with the Securities and Exchange Commission on September 2, 2025 Registration Statement No.

September 2, 2025 EX-99.25

EX-99.25

NOTIFICATION OF THE REMOVAL FROM LISTING AND REGISTRATION OF THE STATED SECURITIES The New York Stock Exchange hereby notifies the SEC of its intention to remove the entire class of the stated securities from listing and registration on the Exchange at the opening of business on September 15, 2025, pursuant to the provisions of Rule 12d2-2 (a).

September 2, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 2, 2025 Bridge Investme

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 2, 2025 Bridge Investment Group Holdings Inc. (Exact name of registrant as specified in its charter) Delaware 001-40622 86-2769085 (State or other jurisdiction of incorporat

September 2, 2025 S-8 POS

As filed with the Securities and Exchange Commission on September 2, 2025

S-8 POS As filed with the Securities and Exchange Commission on September 2, 2025 Registration Statement No.

August 8, 2025 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT GROU

August 7, 2025 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2025 RESULTS SALT LAKE CITY, UTAH—August 7, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended Ju

brdg20250630ex991 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2025 RESULTS SALT LAKE CITY, UTAH—August 7, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended June 30, 2025. Net Income was $2.8 million for the quarter ended June 30, 2025. On a basic and diluted basis, net (loss) attributable

August 7, 2025 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2025 RESULTS SALT LAKE CITY, UTAH—August 7, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended Ju

brdg20250630ex991 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2025 RESULTS SALT LAKE CITY, UTAH—August 7, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended June 30, 2025. Net Income was $2.8 million for the quarter ended June 30, 2025. On a basic and diluted basis, net (loss) attributable

August 7, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 7, 2025 Bridge Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 7, 2025 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation

August 7, 2025 425

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 7, 2025 Bridge Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 7, 2025 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation

June 18, 2025 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): June 17, 2025 Bridge Investment G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): June 17, 2025 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation)

June 11, 2025 8-K

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2025 Bridge Investment Group Holdings Inc. (Exact name of registrant as specified in its charter) Delaware 001-40622 86-2769085 (State or other jurisdiction of incorporation)

June 11, 2025 425

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2025 Bridge Investment G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 11, 2025 Bridge Investment Group Holdings Inc. (Exact name of registrant as specified in its charter) Delaware 001-40622 86-2769085 (State or other jurisdiction of incorporation)

May 14, 2025 DEFM14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amend

DEFM14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

May 13, 2025 425

ACQUISITION BY APOLLO: FREQUENTLY ASKED QUESTIONS FOR BRIDGE INVESTMENT GROUP HOLDINGS LLC CLASS A COMMON UNITHOLDERS

Filed by Bridge Investment Group Holdings Inc. pursuant to Rule 425 under the Securities Act of 1933, as amended and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Bridge Investment Group Holdings Inc. Filer’s SEC File No.: 001-40622 This filing relates to the proposed merger involving Bridge Investment Group Holdings Inc., a Delaware corporation (“

May 9, 2025 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT GRO

May 8, 2025 425

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 8, 2025 Bridge Investment Gro

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 8, 2025 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation) (

May 8, 2025 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2025 RESULTS SALT LAKE CITY, UTAH—May 8, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended March

brdg20250331ex991q1earni BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2025 RESULTS SALT LAKE CITY, UTAH—May 8, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended March 31, 2025. Net (Loss) was $(37.6) million for the quarter ended March 31, 2025. On a basic and diluted basis, net (loss) attri

May 8, 2025 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2025 RESULTS SALT LAKE CITY, UTAH—May 8, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended March

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2025 RESULTS SALT LAKE CITY, UTAH—May 8, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended March 31, 2025. Net (Loss) was $(37.6) million for the quarter ended March 31, 2025. On a basic and diluted basis, net (loss) attributable to Bridge per sha

May 8, 2025 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 8, 2025 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation) (

March 7, 2025 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTME

March 7, 2025 EX-21.1

List of Subsidiaries

Exhibit 21.1 LIST OF SUBSIDIARIES OF BRIDGE INVESTMENT GROUP HOLDINGS INC. AT DECEMBER 31, 2024 Name State of Incorporation/Organization Bridge Investment Group Holdings LLC Delaware Bridge Fund Management Holdings LLC Delaware Bridge Debt Capital Markets LLC Utah Bridge Investment Group Guarantor LLC Delaware Bridge Investment Group Risk Management, Inc. Utah Bridge Property Management, L.C. Utah

March 7, 2025 EX-19.1

Bridge Investment Group Holdings Inc. Insider Trading Compliance Policy

Exhibit 19.1 BRIDGE INVESTMENT GROUP HOLDINGS INC. INSIDER TRADING COMPLIANCE POLICY (As of February 27, 2023)1 This Insider Trading Compliance Policy (this “Policy”) consists of seven sections: •Section I provides an overview; •Section II sets forth the policies of the Company prohibiting insider trading; •Section III explains insider trading; •Section IV consists of procedures that have been put

February 24, 2025 425

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 23, 2025 Bridge Investme

425 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 23, 2025 Bridge Investment Group Holdings Inc. (Exact name of registrant as specified in its charter) Delaware 001-40622 86-2769085 (State or other jurisdiction of incorp

February 24, 2025 8-K

Regulation FD Disclosure

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 23, 2025 Bridge Investment Group Holdings Inc. (Exact name of registrant as specified in its charter) Delaware 001-40622 86-2769085 (State or other jurisdiction of incorporat

February 24, 2025 425

Apollo to Acquire Bridge Investment Group Scaled Investment Platform Expands Apollo’s Origination Capabilities in Residential and Industrial Real Estate Bridge Manages $50 Billion of High-Quality AUM in Complementary Sectors Aligned with Apollo’s Lon

425 Filed by Bridge Investment Group Holdings Inc. pursuant to Rule 425 under the Securities Act of 1933, as amended and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Bridge Investment Group Holdings Inc. Filer’s SEC File No.: 001-40622 This filing relates to the proposed merger involving Bridge Investment Group Holdings Inc., a Delaware corporatio

February 24, 2025 425

Filed by Bridge Investment Group Holdings Inc.

Filed by Bridge Investment Group Holdings Inc. pursuant to Rule 425 under the Securities Act of 1933, as amended and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Bridge Investment Group Holdings Inc. Filer’s SEC File No.: 001-40622 This filing relates to the proposed merger involving Bridge Investment Group Holdings Inc., a Delaware corporation (“

February 24, 2025 425

Filed by Bridge Investment Group Holdings Inc.

Filed by Bridge Investment Group Holdings Inc. pursuant to Rule 425 under the Securities Act of 1933, as amended and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Bridge Investment Group Holdings Inc. Filer’s SEC File No.: 001-40622 This filing relates to the proposed merger involving Bridge Investment Group Holdings Inc., a Delaware corporation (“

February 24, 2025 EX-99.2

VOTING AGREEMENT

Exhibit 99.2 Execution Version VOTING AGREEMENT This Voting Agreement (“Agreement”), dated as of February 23, 2025, is by and among Bridge Investment Group Holdings Inc., a Delaware corporation (the “Company”), Bridge Investment Group Holdings LLC, a Delaware limited liability company (“OpCo”), Apollo Global Management, Inc., a Delaware corporation (“Parent”), Aspen PubCo Merger Sub 1, Inc., a Del

February 24, 2025 EX-99.1

Apollo to Acquire Bridge Investment Group Scaled Investment Platform Expands Apollo’s Origination Capabilities in Residential and Industrial Real Estate Bridge Manages $50 Billion of High-Quality AUM in Complementary Sectors Aligned with Apollo’s Lon

Exhibit 99.1 Apollo to Acquire Bridge Investment Group Scaled Investment Platform Expands Apollo’s Origination Capabilities in Residential and Industrial Real Estate Bridge Manages $50 Billion of High-Quality AUM in Complementary Sectors Aligned with Apollo’s Long-Term Growth Strategy New York and Salt Lake City – February 24, 2025 – Apollo (NYSE: APO) and Bridge Investment Group Holdings Inc. (NY

February 24, 2025 EX-2.1

Agreement and Plan of Merger, dated as of February 23, 2025, by and among Bridge Investment Group Holdings Inc., Bridge Investment Group Holdings LLC, Apollo Global Management, Inc., Aspen PubCo Merger Sub I, Inc., Aspen Second Merger Sub, LLC, and solely for purposes of Section 6.16 thereof, Adam O’Farrell.*

Exhibit 2.1 Execution Version AGREEMENT AND PLAN OF MERGER BY AND AMONG APOLLO GLOBAL MANAGEMENT, INC., ASPEN PUBCO MERGER SUB 1, INC. ASPEN SECOND MERGER SUB, LLC BRIDGE INVESTMENT GROUP HOLDINGS INC., BRIDGE INVESTMENT GROUP HOLDINGS LLC AND (SOLELY FOR PURPOSES OF SECTION 6.16) ADAM O’FARRELL February 23, 2025 TABLE OF CONTENTS Page ARTICLE I. DEFINITIONS 3 Section 1.01 Definitions 3 Section 1.

February 24, 2025 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2024 RESULTS

EX-99.1 Exhibit 99.1 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2024 RESULTS SALT LAKE CITY, UTAH—February 24, 2025—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter and year ended December 31, 2024. Net Income (Loss) was $15.4 million and $16.7 million for the quarter and year ended D

February 24, 2025 425

Apollo to Acquire Bridge Investment Group Scaled Investment Platform Expands Apollo’s Origination Capabilities in Residential and Industrial Real Estate Bridge Manages $50 Billion of High-Quality AUM in Complementary Sectors Aligned with Apollo’s Lon

Filed by Apollo Global Management, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Bridge Investment Group Holdings Inc. Commission File No. 001-40622 Date: February 24, 2025 Apollo to Acquire Bridge Investment Group Scaled Investment Platform Expands Apollo’s Origination Capabilities in

February 24, 2025 EX-10.1

Second Amended and Restated Tax Receivable Agreement, dated as of February 23, 2025, by and among Apollo Global Management Inc., Bridge Investment Group Holdings Inc., Bridge Investment Group Holdings LLC and each of the Members from time to time party thereto.

EX-10.1 Exhibit 10.1 Execution Version SECOND AMENDED AND RESTATED TAX RECEIVABLE AGREEMENT by and among APOLLO GLOBAL MANAGEMENT INC., BRIDGE INVESTMENT GROUP HOLDINGS INC., BRIDGE INVESTMENT GROUP HOLDINGS LLC and THE MEMBERS (AS DEFINED HEREIN) FROM TIME TO TIME PARTY HERETO Dated as of February 23, 2025 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 2 SECTION 1.1. Definitions 2 SECTION 1.2. Rule

February 24, 2025 8-K

Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 24, 2025 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporat

February 24, 2025 425

Filed by Bridge Investment Group Holdings Inc.

Filed by Bridge Investment Group Holdings Inc. pursuant to Rule 425 under the Securities Act of 1933, as amended and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Bridge Investment Group Holdings Inc. Filer’s SEC File No.: 001-40622 This filing relates to the proposed merger involving Bridge Investment Group Holdings Inc., a Delaware corporation (“

January 3, 2025 EX-1

JOINT FILING AGREEMENT

Exhibit 1 JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1).

November 12, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / Burgundy Asset Management Ltd. - SC 13G/A Passive Investment

SC 13G/A 1 d14824dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* Bridge Investment Group Holdings Inc (Name of Issuer) Class A Common (Title of Class of Securities) 10806B100 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the approp

November 7, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT

November 6, 2024 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 6, 2024 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporati

November 6, 2024 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS THIRD QUARTER 2024 RESULTS SALT LAKE CITY, UTAH—November 6, 2024—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended S

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS THIRD QUARTER 2024 RESULTS SALT LAKE CITY, UTAH—November 6, 2024—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended September 30, 2024. Net Income was $10.6 million for the quarter ended September 30, 2024. On a basic and diluted basis, net income attributable to Bri

October 15, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / MILLENNIUM MANAGEMENT LLC Passive Investment

SC 13G/A 1 BRDGSC13GA2.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (AMENDMENT NO. 2) BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 10806B100 (CUSIP Number) SEPTEMBER 30, 2024 (Date of event which requires filing of this state

October 10, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / BANK OF NOVA SCOTIA - BANK OF NOVA SCOTIA Passive Investment

SC 13G/A 1 brdga3101024.htm BANK OF NOVA SCOTIA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number) December 30, 2022 (Date of Event which Requires

August 7, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT GROU

August 6, 2024 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2024 RESULTS SALT LAKE CITY, UTAH—August 6, 2024—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended Ju

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2024 RESULTS SALT LAKE CITY, UTAH—August 6, 2024—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended June 30, 2024. Net Income (Loss) was $27.5 million for the quarter ended June 30, 2024. On a basic and diluted basis, net loss attributable to Bridge pe

August 6, 2024 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 6, 2024 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation

July 30, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / BANK OF NOVA SCOTIA - BANK OF NOVA SCOTIA Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number) December 29, 2023 (Date of Event which Requires Filing of this Statement) Check the appropriate

May 9, 2024 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT GRO

May 8, 2024 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2024 RESULTS SALT LAKE CITY, UTAH—May 8, 2024—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended March

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2024 RESULTS SALT LAKE CITY, UTAH—May 8, 2024—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended March 31, 2024. Net Income (Loss) was $(36.8) million for the quarter ended March 31, 2024. On a basic and diluted basis, net income (loss) attributable to

May 8, 2024 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 3, 2024 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation) (

March 21, 2024 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amend

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

March 21, 2024 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amend

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

March 7, 2024 S-8

As filed with the Securities and Exchange Commission on March 7, 2024

As filed with the Securities and Exchange Commission on March 7, 2024 Registration No.

March 7, 2024 EX-10.13

Bridge Investment Group Holdings Inc.

Exhibit 10.13 BRIDGE INVESTMENT GROUP HOLDINGS INC. POLICY FOR RECOVERY OF ERRONEOUSLY AWARDED COMPENSATION (As of December 1, 2023)1 Bridge Investment Group Holdings Inc. (the “Company”) has adopted this Policy for Recovery of Erroneously Awarded Compensation (the “Policy”) (the “Effective Date”). Capitalized terms used in this Policy but not otherwise defined herein are defined in Section 11. 1.

March 7, 2024 EX-21.1

List of Subsidiaries

Exhibit 21.1 LIST OF SUBSIDIARIES OF BRIDGE INVESTMENT GROUP HOLDINGS INC. AT DECEMBER 31, 2023 Name State of Incorporation/Organization Bridge Investment Group Holdings LLC Delaware Bridge Fund Management Holdings LLC Delaware Bridge Debt Capital Markets LLC Utah Bridge Investment Group Guarantor LLC Delaware Bridge Investment Group Risk Management, Inc. Utah Bridge Property Management, L.C. Utah

March 7, 2024 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTME

March 7, 2024 EX-FILING FEES

Filing Fee Table

Exhibit 107 CALCULATION OF FILING FEE TABLE Form S-8 (Form Type) Bridge Investment Group Holdings Inc.

February 21, 2024 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 21, 2024 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporat

February 21, 2024 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS SALT LAKE CITY, UTAH—February 21, 2024—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS SALT LAKE CITY, UTAH—February 21, 2024—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter and year ended December 31, 2023. Net Income (Loss) was $0.7 million and $(87.4) million for the quarter and year ended December 31, 2023, re

February 14, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / PRUDENTIAL FINANCIAL INC Passive Investment

SC 13G/A 1 brid.htm DOCUMENT TYPE SC 13G/A TEXT SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Amendment # 2 Name of Issuer: BRIDGE INVESTMENT GROUP HOLDINGS, INC Title of Class of Securities: Common Stock CUSIP Number: 10806B100 1) NAME AND I.R.S. IDENTIFICATION NO. OF REPORTING PERSON Prudential Financial, Inc. 22-3703799 2.) MEMB

February 13, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / BANK OF NOVA SCOTIA - BANK OF NOVA SCOTIA Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number) December 29, 2023 (Date of Event which Requires Filing of this Statement) Check the appropriate

February 13, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / Burgundy Asset Management Ltd. - SC 13G/A Passive Investment

SC 13G/A 1 d782037dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A Common (Title of Class of Securities) 10806B100 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appro

February 13, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0471-bridgeinvestmentgroup.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: Bridge Investment Group Holdings, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 10806B100 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check

February 9, 2024 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / 1832 Asset Management L.P. - FORM SC 13G Passive Investment

SC 13G 1 formsc13g.htm FORM SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) CLASS A COMMON SHARES (Title of Class of Securities) 10806B100 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statement) Check the app

February 6, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / FRANKLIN RESOURCES INC Passive Investment

brid23a2.htm - Generated by SEC Publisher for SEC Filing CUSIP NO. 10806B100 13G Page 1 of 13 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number) D

January 5, 2024 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / MILLENNIUM MANAGEMENT LLC Passive Investment

SC 13G/A 1 BRDGSC13GA1.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (AMENDMENT NO. 1) BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 10806B100 (CUSIP Number) DECEMBER 31, 2023 (Date of event which requires filing of this statem

January 5, 2024 SC 13D/A

BRDG / Bridge Investment Group Holdings Inc. / Bridge Investment Group Holdings Inc. - SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 10806B100 (CUSIP Number) Robert R. Morse 111 E. Sego Lily Drive, Suite 400, Salt Lake City, Utah 84070 (801) 716-4500 (Name, Address and Telephone

January 5, 2024 EX-1

Joint Filing Agreement

Exhibit 1 JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1).

December 26, 2023 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / BANK OF NOVA SCOTIA - BANK OF NOVA SCOTIA Passive Investment

SC 13G 1 brdg122223.htm BANK OF NOVA SCOTIA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Bridge Investment Group Holdings Inc. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number) December 30, 2022 (Date of Event which Requires Filing of this Stateme

December 8, 2023 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc - Class A / Burgundy Asset Management Ltd. - SC 13G/A Passive Investment

SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* Bridge Investment Group Holdings Inc (Name of Issuer) Class A Common (Title of Class of Securities) 10806B100 (CUSIP Number) November 16, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rul

December 7, 2023 SC 13G

BRDG / Bridge Investment Group Holdings Inc - Class A / MILLENNIUM MANAGEMENT LLC Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 10806B100 (CUSIP Number) NOVEMBER 28, 2023 (Date of event which requires filing of this statement) Check the appropriate box to designate t

November 8, 2023 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT

November 7, 2023 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS THIRD QUARTER 2023 RESULTS SALT LAKE CITY, UTAH—November 7, 2023—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended S

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS THIRD QUARTER 2023 RESULTS SALT LAKE CITY, UTAH—November 7, 2023—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended September 30, 2023. Net Income (Loss) was $(17.9) million for the quarter ended September 30, 2023. On a basic and diluted basis, net income (loss) att

November 7, 2023 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 7, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporati

August 8, 2023 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT GROU

August 7, 2023 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 7, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation

August 7, 2023 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2023 RESULTS SALT LAKE CITY, UTAH—August 7, 2023—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended Ju

ex991brdgq22023earnings BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2023 RESULTS SALT LAKE CITY, UTAH—August 7, 2023—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended June 30, 2023. Net Income (Loss) was $(2.8) million for the quarter ended June 30, 2023. On a basic and diluted basis, net incom

July 5, 2023 SC 13D/A

BRDG / Bridge Investment Group Holdings Inc - Class A / Bridge Investment Group Holdings Inc. - SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 10806B100 (CUSIP Number) Robert R. Morse 111 E. Sego Lily Drive, Suite 400, Salt Lake City, Utah 84070 (801) 716-4500 (Name, Address and Telephone

July 5, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 1, 2023 Bridge Investment Gr

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 1, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation)

June 15, 2023 EX-99.1

NEWBURY PARTNERS LLC INDEX TO CONSOLIDATED FINANCIAL STATEMENTS

Exhibit 99.1 NEWBURY PARTNERS LLC INDEX TO CONSOLIDATED FINANCIAL STATEMENTS Page Independent Auditor’s Report 1-2 Consolidated Financial Statements: Consolidated Statements of Financial Condition as of December 31, 2022 and 2021 3 Consolidated Statements of Operations and Comprehensive Income for the years ended December 31, 2022 and 2021 4 Consolidated Statements of Changes in Members’ Equity fo

June 15, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 31, 202

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 31, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdict

June 15, 2023 EX-99.2

BRIDGE INVESTMENT GROUP HOLDINGS INC. Pro Forma Combined Financial Information Page Introduction 2 Unaudited Condensed Consolidated Balance Sheet as of March 31, 2023 3 Unaudited Pro Forma Condensed Combined Statement of Operations for the Three Mont

Exhibit 99.2 BRIDGE INVESTMENT GROUP HOLDINGS INC. Pro Forma Combined Financial Information Page Introduction 2 Unaudited Condensed Consolidated Balance Sheet as of March 31, 2023 3 Unaudited Pro Forma Condensed Combined Statement of Operations for the Three Months Ended March 31, 2023 4 Unaudited Pro Forma Condensed Combined Statement of Operations for the Year Ended December 31, 2022 6 Notes to

May 9, 2023 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT GRO

May 9, 2023 EX-10.1

Asset Purchase Agreement dated February 13, 2023 among the Operating Company, Newbury Partners-Bridge LLC, Newbury Partners LLC, Richard Lichter and RLP Navigator LLC

Exhibit 10.1 ASSET PURCHASE AGREEMENT BY AND AMONG BRIDGE INVESTMENT GROUP HOLDINGS LLC, NEWBURY PARTNERS-BRIDGE LLC, NEWBURY PARTNERS LLC, RICHARD LICHTER AND RLP NAVIGATOR LLC Dated as of February 13, 2023 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 2 1.01. Certain Defined Terms. 2 1.02. Interpretation. 20 ARTICLE II PURCHASE AND SALE 21 2.01. Purchase and Sale of Assets; Assumption of Liabilit

May 8, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 4, 2023 Bridge Investment Gro

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 4, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation) (

May 8, 2023 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2023 RESULTS SALT LAKE CITY, UTAH—May 8, 2023—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended March

ex991brdgq12023earnings BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2023 RESULTS SALT LAKE CITY, UTAH—May 8, 2023—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the quarter ended March 31, 2023. Net Income (Loss) was $(67.4) million for the quarter ended March 31, 2023. On a basic and diluted basis, net income

April 3, 2023 EX-99.1

Bridge Investment Group Completes Acquisition of Newbury Partners to Capitalize on Growing Secondaries Opportunity

Exhibit 99.1 Bridge Investment Group Completes Acquisition of Newbury Partners to Capitalize on Growing Secondaries Opportunity SALT LAKE CITY – April 3, 2023 – Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today announced it has completed its previously announced $320.1 million cash acquisition of substantially all of the business of Newbury Partners LLC (“Newbury

April 3, 2023 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 31, 2023 Bridge Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 31, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation

March 22, 2023 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amend

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

March 22, 2023 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amend

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

February 27, 2023 EX-21.1

List of Subsidiaries

Exhibit 21.1 LIST OF SUBSIDIARIES OF BRIDGE INVESTMENT GROUP HOLDINGS INC. AT DECEMBER 31, 2022 Name State of Incorporation/Organization Bridge Investment Group Holdings LLC Delaware Bridge Fund Management Holdings LLC Delaware Bridge Debt Capital Markets LLC Utah Bridge Investment Group Risk Management, Inc. Utah Bridge Property Management, L.C. Utah Bridge Debt Strategies Fund Manager LLC Delawa

February 27, 2023 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTME

February 14, 2023 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / PRUDENTIAL FINANCIAL INC Passive Investment

13G HTML File DOCUMENT TYPE SC 13G/A TEXT SECURITIES AND EXCHANGE COMMISSION Washington, D.

February 14, 2023 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2022 RESULTS

Exhibit 99.1 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2022 RESULTS SALT LAKE CITY, UTAH—February 14, 2023—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the fourth quarter and year ended December 31, 2022. Net Income was $18.2 million and $272.4 million for the quarter and year ended December

February 14, 2023 8-K

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 13, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporat

February 14, 2023 EX-99.2

Bridge Investment Group to Acquire the Business of Newbury Partners, Diversifying Bridge’s Product Offerings and Client Base with Leading PE Secondaries Platform Accretive Transaction Would Create Combined Organization with $48.5 Billion in Assets Un

Exhibit 99.2 Bridge Investment Group to Acquire the Business of Newbury Partners, Diversifying Bridge’s Product Offerings and Client Base with Leading PE Secondaries Platform Accretive Transaction Would Create Combined Organization with $48.5 Billion in Assets Under Management Highly Experienced Team Positions Bridge to Capitalize on Growing Secondaries Opportunity Set Bridge to Host Conference Ca

February 13, 2023 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / Conversant Capital LLC Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Amendment No. 1) Under the Securities Exchange Act of 1934 Bridge Investment Group Holdings Inc. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number) December 31, 2022 Date of Event which Requires Filing of this Statement) Check the appropriate b

February 13, 2023 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / Conversant Capital LLC Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Amendment No. 1) Under the Securities Exchange Act of 1934 Bridge Investment Group Holdings Inc. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number) December 31, 2022 Date of Event which Requires Filing of this Statement) Check the appropriate b

February 13, 2023 EX-99.1

JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k)

EX-99.1 2 ff175162413ga1-ex991.htm Exhibit 99.1 JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on Schedule 13G in respect of the Class A Common Stock of Bridge Investment Group Holdings Inc. is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13G may be filed on behalf of

February 13, 2023 EX-99.1

JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k)

Exhibit 99.1 JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on Schedule 13G in respect of the Class A Common Stock of Bridge Investment Group Holdings Inc. is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13G may be filed on behalf of each of the undersigned without th

February 10, 2023 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / Burgundy Asset Management Ltd. - SC 13G/A Passive Investment

SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 8)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A Common (Title of Class of Securities) 10806B100 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the ru

February 9, 2023 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: Bridge Investment Group Holdings Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 10806B100 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which

January 31, 2023 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / 1832 Asset Management L.P. - FORM SC 13G Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) CLASS A COMMON SHARES (Title of Class of Securities) 10806B100 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule

January 30, 2023 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / FRANKLIN RESOURCES INC Passive Investment

brid22a11.htm - Generated by SEC Publisher for SEC Filing CUSIP NO. 10806B100 13G Page 1 of 14 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number)

January 23, 2023 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): January 18, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporati

January 13, 2023 8-K/A

Unregistered Sales of Equity Securities

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): January 1, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdic

January 10, 2023 SC 13D/A

BRDG / Bridge Investment Group Holdings Inc. / Bridge Investment Group Holdings Inc. - SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 2)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 10806B100 (CUSIP Number) Robert R. Morse 111 E. Sego Lily Drive, Suite 400, Salt Lake City, Utah 84070 (801) 716-4500 (Name, Address and Telephone

January 10, 2023 EX-1

oint Filing Agreement

Exhibit 1 JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1).

January 6, 2023 8-K

Unregistered Sales of Equity Securities

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): January 1, 2023 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporatio

November 9, 2022 EX-10.4

Employment Agreement, dated November 7, 2022, by and between the Registrant, Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC, and Dean Allara

Exhibit 10.4 AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Agreement?), effective as of November 7, 2022 (the ?Restatement Effective Date?), is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investm

November 9, 2022 EX-10.1

Employment Agreement, dated November 7, 2022, by and between the Registrant, Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC, and Robert Morse

Exhibit 10.1 AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Agreement?), effective as of November 7, 2022 (the ?Restatement Effective Date?), is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investm

November 9, 2022 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT

November 9, 2022 EX-10.3

Employment Agreement, dated November 7, 2022, by and between the Registrant, Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC, and Adam O’Farrell

Exhibit 10.3 AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Agreement?), effective as of November 7, 2022 (the ?Restatement Effective Date?), is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investm

November 9, 2022 EX-10.2

Employment Agreement, dated November 7, 2022, by and between the Registrant, Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC, and Jonathan Slager

Exhibit 10.2 AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Agreement?), effective as of November 7, 2022 (the ?Restatement Effective Date?), is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investm

November 8, 2022 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS THIRD QUARTER 2022 RESULTS SALT LAKE CITY, UTAH—November 8, 2022—Bridge Investment Group Holdings Inc. (NYSE: BRDG) (“Bridge” or the “Company”) today reported its financial results for the third quarter e

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS THIRD QUARTER 2022 RESULTS SALT LAKE CITY, UTAH?November 8, 2022?Bridge Investment Group Holdings Inc. (NYSE: BRDG) (?Bridge? or the ?Company?) today reported its financial results for the third quarter ended September 30, 2022. Net Income was $32.2 million for the quarter ended September 30, 2022. On a basic and diluted basis, net income attributable

November 8, 2022 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 8, 2022 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporati

August 15, 2022 CORRESP

BRIDGE INVESTMENT GROUP | 111 E SEGO LILY DR STE 400 | SALT LAKE CITY, UT 84070 USA

August 15, 2022 VIA EDGAR United States Securities and Exchange Commission Division of Corporate Finance 100 F Street, N.

August 9, 2022 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-40622 BRIDGE INVESTMENT GROU

August 8, 2022 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 8, 2022 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation

August 8, 2022 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2022 RESULTS

Exhibit 99.1 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2022 RESULTS SALT LAKE CITY, UTAH?August 8, 2022?Bridge Investment Group Holdings Inc. (NYSE: BRDG) (?Bridge? or the ?Company?) today reported its financial results for the second quarter ended June 30, 2022. Total Revenue and Investment Income were $99.0 million and $104.9 million, respectively, for the quarter ended June 3

August 1, 2022 EX-FILING FEES

Calculation of Filing Fee Tables FORM S-3 REGISTRATION STATEMENT (Form Type) Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities

Exhibit 107 Calculation of Filing Fee Tables FORM S-3 REGISTRATION STATEMENT (Form Type) Bridge Investment Group Holdings Inc.

August 1, 2022 EX-4.4

BRIDGE INVESTMENT GROUP HOLDINGS INC. Dated as of ___________, 20__ TABLE OF CONTENTS

Exhibit 4.4 BRIDGE INVESTMENT GROUP HOLDINGS INC. INDENTURE Dated as of , 20 [] Trustee TABLE OF CONTENTS Page ARTICLE I. DEFINITIONS AND INCORPORATION BY REFERENCE 1 Section 1.1. Definitions. 1 Section 1.2. Other Definitions. 4 Section 1.3. Incorporation by Reference of Trust Indenture Act. 4 Section 1.4. Rules of Construction. 5 ARTICLE II. THE SECURITIES 6 Section 2.1. Issuable in Series. 6 Sec

August 1, 2022 S-3

As filed with the Securities and Exchange Commission on August 1, 2022

As filed with the Securities and Exchange Commission on August 1, 2022 Registration No.

May 10, 2022 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2022 RESULTS

Exhibit 99.1 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FIRST QUARTER 2022 RESULTS SALT LAKE CITY, UTAH?May 9, 2022?Bridge Investment Group Holdings Inc. (NYSE: BRDG) (?Bridge? or the ?Company?) today reported its financial results for the first quarter ended March 31, 2022. Total Revenue and Investment Income were $104.1 million and $74.8 million, respectively, for the quarter ended March 31,

May 10, 2022 EX-10.1

Amended and Restated Tax Receivable Agreement, effective January 1, 2022 by and among the Registrant, the Operating Company and each of the Members from time to time party thereto

EX 10.1 AMENDED AND RESTATED TAX RECEIVABLE AGREEMENT by and among BRIDGE INVESTMENT GROUP HOLDINGS INC. BRIDGE INVESTMENT GROUP HOLDINGS LLC and THE MEMBERS (AS DEFINED HEREIN) FROM TIME TO TIME PARTY HERETO Effective as of January 1, 2022 TABLE OF CONTENTS Page ARTICLE I Definitions 2 SECTION 1.1. Definitions. 2 SECTION 1.2. Rules of Construction. 11 ARTICLE II Determination of Realized Tax Bene

May 10, 2022 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 5, 2022 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation) (

May 10, 2022 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40622 BRIDGE INVESTMENT GR

March 24, 2022 DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amend

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

March 24, 2022 DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amend

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

March 18, 2022 EX-21.1

List of Subsidiaries

EXHIBIT 21.1 LIST OF SUBSIDIARIES OF BRIDGE INVESTMENT GROUP HOLDINGS INC. AT DECEMBER 31, 2021 Name State of Incorporation/Organization Bridge Investment Group Holdings LLC Delaware Bridge Fund Management Holdings LLC Delaware Bridge Debt Capital Markets LLC Utah Bridge Investment Group Risk Management, Inc. Utah Bridge Property Management, L.C. Utah Bridge Debt Strategies Fund Manager LLC Delawa

March 18, 2022 EX-4.2

Description of Securities Registered under Section 12 of the Exchange Act

Exhibit 4.2 Description of the Registrant?s Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 The following description of the capital stock of Bridge Investment Group Holdings Inc. and certain provisions of our amended and restated certificate of incorporation (?certificate of incorporation?) and amended and restated bylaws (?bylaws?) are summaries and are qualif

March 18, 2022 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40622 BRIDGE INVESTM

March 2, 2022 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2021 RESULTS

Exhibit 99.1 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2021 RESULTS SALT LAKE CITY, UTAH?Bridge Investment Group Holdings Inc. (NYSE: BRDG) (?Bridge? or the ?Company?) today reported financial results for its fourth quarter and full year ended December 31, 2021. Fourth Quarter 2021 Total Revenue and Investment Income were $107.3 million and $148.3 million, respecti

March 2, 2022 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 2, 2022 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation)

February 24, 2022 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 19, 2022 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporat

February 14, 2022 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / PRUDENTIAL FINANCIAL INC Passive Investment

DOCUMENT TYPE SC 13G TEXT SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Name of Issuer: BRIDGE INVESTMENT GROUP HOLDINGS, INC Title of Class of Securities: Common Stock CUSIP Number: 10806B100 1) NAME AND I.R.S. IDENTIFICATION NO. OF REPORTING PERSON Prudential Financial, Inc. 22-3703799 2.) MEMBER OF A GROUP: (a) N/A (b) N/A 3) SE

February 14, 2022 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / Burgundy Asset Management Ltd. - SC 13G/A Passive Investment

SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 7)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A Common (Title of Class of Securities) 10806B100 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the ru

February 11, 2022 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / 1832 Asset Management L.P. - FORM SC 13G Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) CLASS A COMMON SHARES (Title of Class of Securities) 10806B100 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule

February 9, 2022 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: Bridge Investment Group Holdings Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 10806B100 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is fi

February 3, 2022 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / FRANKLIN RESOURCES INC Passive Investment

brid21in.htm - Generated by SEC Publisher for SEC Filing CUSIP NO. 10806B100 13G Page 1 of 14 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) Class A common stock, $0.01 par value (Title of Class of Securities) 10806B100 (CUSIP Number) December 31,

January 7, 2022 SC 13D/A

BRDG / Bridge Investment Group Holdings Inc. / Morse Robert Randolph - SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1)* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 10806B100 (CUSIP Number) Robert R. Morse 111 E. Sego Lily Drive, Suite 400, Salt Lake City, Utah 84070 (801) 716-4500 (Name, Address and Telephone

January 7, 2022 EX-99.1

JOINT FILING AGREEMENT

EXHIBIT 1 JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1).

January 6, 2022 8-K

Unregistered Sales of Equity Securities

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): January 1, 2022 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporatio

November 15, 2021 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40622 BRIDGE INVESTMEN

November 12, 2021 8-K

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 11, 2021 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporat

November 12, 2021 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS THIRD QUARTER 2021 RESULTS

Exhibit 99.1 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS THIRD QUARTER 2021 RESULTS SALT LAKE CITY, UTAH?Bridge Investment Group Holdings Inc. (NYSE: BRDG) (?Bridge? or the ?Company?) today reported its financial results for its third quarter ended September 30, 2021. Total Revenue and Investment Income for Bridge Investment Group Holdings LLC (the ?Operating Company?) were $92.2 million and $84

August 17, 2021 EX-3.2

Amended and Restated Bylaws of Bridge Investment Group Holdings Inc.

EX-3.2 3 d176614dex32.htm EX-3.2 Exhibit 3.2 AMENDED AND RESTATED BYLAWS OF BRIDGE INVESTMENT GROUP HOLDINGS INC. Dated as of July 16, 2021 CONTENTS Page Article I. Meetings of Stockholders 1 Section 1.01 Place of Meetings 1 Section 1.02 Annual Meetings 1 Section 1.03 Special Meetings 1 Section 1.04 Notice of Meetings 1 Section 1.05 Adjournments 2 Section 1.06 Quorum 2 Section 1.07 Organization 2

August 17, 2021 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40622 BRI

August 17, 2021 EX-10.8

Employment Agreement, dated July 6, 2021, by and between the Registrant, Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC, and Robert Morse

Exhibit 10.8 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investment Group Employee Operations LLC, a Delaware limited liability company (?Operations?, and together with Parent,

August 17, 2021 EX-10.11

Employment Agreement, dated July 6, 2021, by and between the Registrant, Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC, and Dean Allara

Exhibit 10.11 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investment Group Employee Operations LLC, a Delaware limited liability company (?Operations?, and together with Parent

August 17, 2021 EX-10.10

Employment Agreement, dated July 6, 2021, by and between the Registrant, Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC, and Adam O’Farrell

Exhibit 10.10 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investment Group Employee Operations LLC, a Delaware limited liability company (?Operations?, and together with Parent

August 17, 2021 EX-10.9

Employment Agreement, dated July 6, 2021, by and between the Registrant, Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC, and Jonathan Slager

EX-10.9 5 d176614dex109.htm EX-10.9 Exhibit 10.9 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this “Agreement”) is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (“Parent”), Bridge Investment Group Holdings LLC, a Delaware limited liability company (“Partnership”), Bridge Investment Group Employee Operations LLC, a Delaware limited liability company (“Op

August 17, 2021 EX-3.1

Amended and Restated Certificate of Incorporation of Bridge Investment Group Holdings Inc.

Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BRIDGE INVESTMENT GROUP HOLDINGS INC. Bridge Investment Group Holdings Inc., a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: 1. The original Certificate of Incorporation of the Corporation was filed with the Office of the Secretary of State of the State of Delaware on March 1

August 10, 2021 EX-99.1

BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2021 RESULTS

Exhibit 99.1 BRIDGE INVESTMENT GROUP HOLDINGS INC. REPORTS SECOND QUARTER 2021 RESULTS SALT LAKE CITY, UTAH?Bridge Investment Group Holdings Inc. (NYSE: BRDG) (?Bridge? or the ?Company?) today reported its financial results for its second quarter ended June 30, 2021. Total Revenue and Investment Income for Bridge Investment Group Holdings LLC (the ?Operating Company?) were $72.0 million and $79.9

August 10, 2021 SC 13G/A

BRDG / Bridge Investment Group Holdings Inc. / Burgundy Asset Management Ltd. - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* Bridge Investment Group Holdings Inc (Name of Issuer) Class A Common (Title of Class of Securities) 10806B100 (CUSIP Number) July 19 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to

August 10, 2021 8-K

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 6, 2021 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation

July 30, 2021 EX-1

Joint Filing Agreement.

EXHIBIT 1 JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1).

July 30, 2021 SC 13D

BRDG / Bridge Investment Group Holdings Inc. / Morse Robert Randolph - SC 13D Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* Bridge Investment Group Holdings Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 10806B100 (CUSIP Number) Robert R. Morse 111 E. Sego Lily Drive, Suite 400, Salt Lake City, Utah 84070 (801) 716-4500 (Name, Address and Telephone N

July 26, 2021 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / INTEGRATED CORE STRATEGIES (US) LLC Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 BRIDGE INVESTMENT GROUP HOLDINGS INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 10806B100 (CUSIP Number) JULY 21, 2021 (Date of event which requires filing of this statement) Check the appropriate box to designate the r

July 26, 2021 SC 13G

BRDG / Bridge Investment Group Holdings Inc. / Conversant Capital LLC Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Bridge Investment Group Holdings Inc. (Name of Issuer) Class A common stock, $0.01 par value per share (Title of Class of Securities) 10806B100 (CUSIP Number) July 16, 2021 Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the ru

July 20, 2021 EX-10.2

Registration Rights Agreement, dated July 16, 2021, by and among the Registrant and certain of its stockholders

Exhibit 10.2 Execution Version REGISTRATION RIGHTS AGREEMENT This REGISTRATION RIGHTS AGREEMENT (this ?Agreement?) is made as of July 16, 2021 by and among Bridge Investment Group Holdings Inc., a Delaware corporation (the ?Corporation?), and each Person identified on the Schedule of Holders attached hereto as of the date hereof (such Persons, collectively, the ?Original Equity Owner Parties?). RE

July 20, 2021 EX-10.1

Tax Receivable Agreement, dated July 16, 2021, by and among the Registrant and certain of its members

Exhibit 10.1 Execution Version TAX RECEIVABLE AGREEMENT by and among BRIDGE INVESTMENT GROUP HOLDINGS INC. BRIDGE INVESTMENT GROUP HOLDINGS LLC and THE MEMBERS (AS DEFINED HEREIN) FROM TIME TO TIME PARTY HERETO Dated as of July 16, 2021 TABLE OF CONTENTS Page ARTICLE I Definitions 2 SECTION 1.1. Definitions 2 SECTION 1.2. Rules of Construction 11 ARTICLE II Determination of Realized Tax Benefit 12

July 20, 2021 S-8

As filed with the Securities and Exchange Commission on July 20, 2021

As filed with the Securities and Exchange Commission on July 20, 2021 Registration No.

July 20, 2021 EX-10.3

Stockholders Agreement, dated July 16, 2021, by and among the Registrant and certain of its stockholders

Exhibit 10.3 Execution Version STOCKHOLDERS AGREEMENT OF BRIDGE INVESTMENT GROUP HOLDINGS INC. THIS STOCKHOLDERS AGREEMENT, dated as of July 16, 2021 (as it may be amended, amended and restated or otherwise modified from time to time in accordance with the terms hereof, this ?Agreement?), is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (the ?Corporation?)

July 20, 2021 EX-10.4

Fifth Amended and Restated LLC Agreement of Bridge Investment Group Holdings LLC, dated July 16, 2021, by and among the Registrant and certain of its members

EX-10.4 5 d181549dex104.htm EX-10.4 Exhibit 10.4 BRIDGE INVESTMENT GROUP HOLDINGS LLC FIFTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of July 16, 2021 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS FIFTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHE

July 20, 2021 8-K

Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 16, 2021 Bridge Investment Group Holdings Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 001-40622 86-2769085 (State or Other Jurisdiction of Incorporation)

July 19, 2021 424B4

18,750,000 Shares Class A Common Stock Bridge Investment Group Holdings Inc.

Table of Contents Filed Pursuant to Rule 424(b)(4) Registration No. 333-257290 18,750,000 Shares Class A Common Stock Bridge Investment Group Holdings Inc. This is an initial public offering of shares of Class A common stock of Bridge Investment Group Holdings Inc. We are selling 18,750,000 shares of Class A common stock. Prior to this offering, there has been no public market for the Class A comm

July 16, 2021 8-A12B

Form 8-A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Bridge Investment Group Holdings Inc. (Exact name of registrant as specified in its charter) Delaware 86-2769085 (State or incorporation or organization) (I.R.S. Employer Identification No.) 111 Ea

July 13, 2021 CORRESP

[Signature Page Follows]

CORRESP 1 filename1.htm July 13, 2021 VIA EDGAR United States Securities and Exchange Commission Division of Corporate Finance 100 F Street, N.E. Washington, D.C. 20549-6010 Attention: Jessica Livingston J. Nolan McWilliams Re: Bridge Investment Group Holdings Inc. Registration Statement on Form S-1 (File No. 333-257290) Request for Acceleration of Effective Date Dear Ladies and Gentlemen: In conn

July 13, 2021 CORRESP

Bridge Investment Group Holdings Inc. 111 East Sego Lily Drive, Suite 400 Salt Lake City, Utah 84070

Bridge Investment Group Holdings Inc. 111 East Sego Lily Drive, Suite 400 Salt Lake City, Utah 84070 July 13, 2021 VIA EDGAR TRANSMISSION United States Securities and Exchange Commission Division of Corporate Finance 100 F Street, N.E. Washington, D.C. 20549-6010 Attention: Jessica Livingston J. Nolan McWilliams Re:??? Bridge Investment Group Holdings Inc. Registration Statement on Form S-1 (Regis

July 7, 2021 EX-10.11

Form of Employment Agreement among Bridge Investment Group Holdings Inc., Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC and Dean Allara.

Exhibit 10.11 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investment Group Employee Operations LLC, a Delaware limited liability company (?Operations?, and together with Parent

July 7, 2021 S-1/A

As filed with the Securities and Exchange Commission on July 7, 2021

Table of Contents As filed with the Securities and Exchange Commission on July 7, 2021 Registration No.

July 7, 2021 EX-10.9

Form of Employment Agreement among Bridge Investment Group Holdings Inc., Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC and Jonathan Slager.

Exhibit 10.9 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investment Group Employee Operations LLC, a Delaware limited liability company (?Operations?, and together with Parent,

July 7, 2021 EX-10.13

Form of Company Lock-Up Agreement

Exhibit 10.13 FORM OF EMPLOYEE LOCK-UP AGREEMENT [?], 2021 Bridge Investment Group Holdings Inc. 111 East Sego Lily Drive, Suite 400 Salt Lake City, Utah 84070 Attn: Matthew Grant, Partner, General Counsel Re: Bridge Investment Group Holdings Inc. ? Initial Public Offering Ladies and Gentlemen: The undersigned understands that Bridge Investment Group Holdings Inc. (the ?Company?) proposes to consu

July 7, 2021 EX-10.2

Form of Fifth Amended and Restated LLC Agreement of Bridge Investment Group Holdings LLC, to be effective upon the consummation of this offering.

Exhibit 10.2 BRIDGE INVESTMENT GROUP HOLDINGS LLC FIFTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of [ ? ], 2021 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS FIFTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHER APPLICABLE SECURITIES LAWS. SUCH LIM

July 7, 2021 EX-10.5

2021 Incentive Award Plan of Bridge Investment Group Holdings Inc.

Exhibit 10.5 BRIDGE INVESTMENT GROUP HOLDINGS INC. 2021 INCENTIVE AWARD PLAN ARTICLE I. PURPOSE The Plan?s purpose is to enhance the Company?s ability to attract, retain and motivate persons who make (or are expected to make) important contributions to the Company and Bridge Investment Group Holdings LLC (the ?Operating Company?) by providing these individuals with equity ownership opportunities a

July 7, 2021 EX-10.3

Form of Stockholders Agreement, to be effective upon the consummation of this offering.

EX-10.3 4 d136239dex103.htm EX-10.3 Exhibit 10.3 STOCKHOLDERS AGREEMENT OF BRIDGE INVESTMENT GROUP HOLDINGS INC. THIS STOCKHOLDERS AGREEMENT, dated as of , 2021 (as it may be amended, amended and restated or otherwise modified from time to time in accordance with the terms hereof, this “Agreement”), is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (the “Co

July 7, 2021 EX-10.10

Form of Employment Agreement among Bridge Investment Group Holdings Inc., Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC and Adam O’Farrell.

Exhibit 10.10 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investment Group Employee Operations LLC, a Delaware limited liability company (?Operations?, and together with Parent

July 7, 2021 EX-10.8

Form of Employment Agreement among Bridge Investment Group Holdings Inc., Bridge Investment Group Holdings LLC, Bridge Investment Group Employee Operations LLC and Robert Morse.

Exhibit 10.8 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (?Parent?), Bridge Investment Group Holdings LLC, a Delaware limited liability company (?Partnership?), Bridge Investment Group Employee Operations LLC, a Delaware limited liability company (?Operations?, and together with Parent,

July 2, 2021 EX-4.1

Specimen stock certificate evidencing the shares of Class A common stock

BIG CUSIP 10806B 10 0 ,1&25325$7(?81?(57+( /$:62)7+(67$7( SEE REVERSE FOR CERTAIN 2)?(/ $:$5( DEFINITIONS AND LEGENDS TKLVFHUWL?HVWKDW %< is the record holder of FULLY PAID AND NONASSESSABLE SHARES OF COMMON STOCK, $0.

July 2, 2021 EX-10.4

Form of Registration Rights Agreement, to be effective upon the consummation of this offering.

Exhibit 10.4 REGISTRATION RIGHTS AGREEMENT This REGISTRATION RIGHTS AGREEMENT (this ?Agreement?) is made as of , 2021 by and among Bridge Investment Group Holdings Inc., a Delaware corporation (the ?Corporation?), and each Person identified on the Schedule of Holders attached hereto as of the date hereof (such Persons, collectively, the ?Original Equity Owner Parties?). RECITALS WHEREAS, the Corpo

July 2, 2021 EX-10.7

Restricted Stock Award Agreement under the 2021 Incentive Award Plan, by and among the Registration and certain of its participants

Exhibit 10.7 BRIDGE INVESTMENT GROUP HOLDINGS INC. 2021 INCENTIVE AWARD PLAN RESTRICTED STOCK GRANT NOTICE Capitalized terms not specifically defined in this Restricted Stock Grant Notice (the ?Grant Notice?) have the meanings given to them in the 2021 Incentive Award Plan (as amended from time to time, the ?Plan?) of Bridge Investment Group Holdings Inc. (the ?Company?). The Company has granted t

July 2, 2021 EX-10.1

Form of Tax Receivable Agreement, to be effective upon the consummation of this offering.

EX-10.1 6 d136239dex101.htm EX-10.1 Exhibit 10.1 TAX RECEIVABLE AGREEMENT by and among BRIDGE INVESTMENT GROUP HOLDINGS INC. BRIDGE INVESTMENT GROUP HOLDINGS LLC and THE MEMBERS (AS DEFINED HEREIN) FROM TIME TO TIME PARTY HERETO Dated as of , 2021 TABLE OF CONTENTS Page ARTICLE I Definitions 2 SECTION 1.1. Definitions 2 SECTION 1.2. Rules of Construction 11 ARTICLE II Determination of Realized Tax

July 2, 2021 S-1/A

Power of Attorney (included in signature page).

As filed with the Securities and Exchange Commission on July 1, 2021 Registration No.

July 2, 2021 EX-3.4

Form of Amended and Restated Bylaws of Bridge Investment Group Holdings Inc. to be in effect upon the consummation of this offering.

Exhibit 3.4 AMENDED AND RESTATED BYLAWS OF BRIDGE INVESTMENT GROUP HOLDINGS INC. Dated as of , 2021 CONTENTS Page Article I. Meetings of Stockholders 1 Section 1.01 Place of Meetings 1 Section 1.02 Annual Meetings 1 Section 1.03 Special Meetings 1 Section 1.04 Notice of Meetings 1 Section 1.05 Adjournments 2 Section 1.06 Quorum 2 Section 1.07 Organization 2 Section 1.08 Voting; Proxies 2 Section 1

July 2, 2021 EX-10.3

Form of Stockholders Agreement, to be effective upon the consummation of this offering.

Exhibit 10.3 STOCKHOLDERS AGREEMENT OF BRIDGE INVESTMENT GROUP HOLDINGS INC. THIS STOCKHOLDERS AGREEMENT, dated as of , 2021 (as it may be amended, amended and restated or otherwise modified from time to time in accordance with the terms hereof, this ?Agreement?), is entered into by and among Bridge Investment Group Holdings Inc., a Delaware corporation (the ?Corporation?) and the Persons (as defi

July 2, 2021 EX-10.5

2021 Incentive Award Plan.

Exhibit 10.5 BRIDGE INVESTMENT GROUP HOLDINGS INC. 2021 INCENTIVE AWARD PLAN ARTICLE I. PURPOSE The Plan?s purpose is to enhance the Company?s ability to attract, retain and motivate persons who make (or are expected to make) important contributions to the Company and Bridge Investment Group Holdings LLC (the ?Operating Company?) by providing these individuals with equity ownership opportunities a

July 2, 2021 EX-1.1

Form of Underwriting Agreement.

Exhibit 1.1 [*] Shares BRIDGE INVESTMENT GROUP HOLDINGS INC. Class A Common Stock UNDERWRITING AGREEMENT [*] 1 [*] Morgan Stanley & Co. LLC J.P. Morgan Securities LLC Citigroup Global Markets Inc. As Representatives of the several Underwriters named in Schedule I hereto c/o Morgan Stanley & Co. LLC 1585 Broadway New York, New York 10036 c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, N

July 2, 2021 EX-3.2

Form of Amended and Restated Certificate of Incorporation of Bridge Investment Group Holdings Inc., to be in effect upon the consummation of this offering.

EX-3.2 3 d136239dex32.htm EX-3.2 Exhibit 3.2 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BRIDGE INVESTMENT GROUP HOLDINGS INC. Bridge Investment Group Holdings Inc., a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: 1. The original Certificate of Incorporation of the Corporation was filed with the Office of the Secretary of State of

July 2, 2021 EX-10.12

Form of Indemnification and Advancement Agreement between Bridge Investment Group Holdings Inc. and its directors and officers

Exhibit 10.12 INDEMNIFICATION AND ADVANCEMENT AGREEMENT This Indemnification and Advancement Agreement (?Agreement?) is made as of , 20 by and between Bridge Investment Group Holdings Inc., a Delaware corporation (the ?Company?), and , [a member of the Board of Directors or an officer] of the Company (?Indemnitee?). This Agreement supersedes and replaces any and all previous Agreements between the

July 2, 2021 EX-21.1

List of Subsidiaries of Bridge Investment Group Holdings Inc.

Exhibit 21.1 List of Subsidiaries of Bridge Investment Group Holdings Inc. Name Jurisdiction of Incorporation or Organization Bridge Investment Group LLC Utah1 Bridge Fund Management Holdings LLC Delaware Bridge Debt Capital Markets LLC Utah Bridge Investment Group Risk Management, Inc. Utah Bridge Multifamily Fund Manager LLC Delaware Bridge Property Management, L.C. Utah Bridge MF&CO Fund III GP

July 2, 2021 EX-10.6

Non-Employee Director Compensation Program of Bridge Investment Group Holdings Inc.

Exhibit 10.6 BRIDGE INVESTMENT GROUP HOLDINGS INC. NON-EMPLOYEE DIRECTOR COMPENSATION PROGRAM Non-employee members of the board of directors (the ?Board?) of Bridge Investment Group Holdings Inc. (the ?Company?) shall receive cash and equity compensation as set forth in this Non-Employee Director Compensation Program (this ?Program?). The cash and equity compensation described in this Program shal

June 22, 2021 EX-99.1

Consent of Debra Martin Chase to be named as director.

Exhibit 99.1 CONSENT TO BE NAMED AS A DIRECTOR Pursuant to Rule 438 promulgated under the Securities Act of 1933, as amended, I hereby consent to my being named in the Registration Statement on Form S-1 of Bridge Investment Group Holdings Inc., and all amendments thereto (the ?Registration Statement?) and any related prospectus filed pursuant to Rule 424 promulgated under the Securities Act of 193

June 22, 2021 EX-3.1

Certificate of Incorporation of Bridge Investment Group Holdings Inc., as in effect prior to the consummation of this offering.

Exhibit 3.1 STATE OF DELAWARE CERTIFICATE OF INCORPORATION OF Bridge Investment Group Holdings Inc. 1. The name of this Corporation is Bridge Investment Group Holdings Inc. 2. Its Registered Office in the State of Delaware is to be located at Corporation Trust Center, 1209 Orange Street, in the City of Wilmington, County of New Castle, State of Delaware, Zip Code 19801. The Registered Agent in cha

June 22, 2021 EX-99.2

Consent of Deborah Hopkins to be named as director.

Exhibit 99.2 CONSENT TO BE NAMED AS A DIRECTOR Pursuant to Rule 438 promulgated under the Securities Act of 1933, as amended, I hereby consent to my being named in the Registration Statement on Form S-1 of Bridge Investment Group Holdings Inc., and all amendments thereto (the ?Registration Statement?) and any related prospectus filed pursuant to Rule 424 promulgated under the Securities Act of 193

June 22, 2021 EX-99.3

Consent of Chad Leat to be named as director.

Exhibit 99.3 CONSENT TO BE NAMED AS A DIRECTOR Pursuant to Rule 438 promulgated under the Securities Act of 1933, as amended, I hereby consent to my being named in the Registration Statement on Form S-1 of Bridge Investment Group Holdings Inc., and all amendments thereto (the ?Registration Statement?) and any related prospectus filed pursuant to Rule 424 promulgated under the Securities Act of 193

June 22, 2021 S-1

As filed with the Securities and Exchange Commission on June 22, 2021

Table of Contents As filed with the Securities and Exchange Commission on June 22, 2021 Registration No.

June 22, 2021 EX-3.3

Bylaws of Bridge Investment Group Holdings Inc., as in effect prior to the consummation of this offering.

Exhibit 3.3 BY-LAWS OF BRIDGE INVESTMENT GROUP HOLDINGS INC. As effective on March 18, 2021 BYLAWS OF BRIDGE INVESTMENT GROUP HOLDINGS INC. ARTICLE I Meetings of Stockholders Section 1.1. Annual Meetings. If required by applicable law, an annual meeting of stockholders shall be held for the election of directors at such date, time and place, if any, either within or without the State of Delaware,

June 22, 2021 CORRESP

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Craig M. Garner Direct Dial: +1.858.523.5407 [email protected] June 22, 2021 VIA EDGAR Ms. Jessica Livingston Office of Finance Division of Corporation Finance U.S. Securities and Exchange Commission 100 F Street N.E. Washington, D.C. 20549 12670 High Bluff Drive San Diego, California 92130 Tel: +1.858.523.5400 Fax: +1.858.523.5450 www.lw.com FIRM / AFFILIATE OFFICES Beijing Moscow Boston Munich

May 27, 2021 DRSLTR

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Craig M. Garner 12670 High Bluff Drive Direct Dial: +1.858.523.5407 San Diego, California 92130 [email protected] Tel: +1.858.523.5400 Fax: +1.858.523.5450 www.lw.com FIRM / AFFILIATE OFFICES Beijing Moscow Boston Munich Brussels New York Century City Orange County Chicago Paris Dubai Riyadh May 27, 2021 D?sseldorf San Diego Frankfurt San Francisco Hamburg Seoul VIA EDGAR Hong Kong Shanghai Hous

May 27, 2021 DRS/A

As confidentially submitted to the Securities and Exchange Commission on May 27, 2021 This Amendment No. 1 to the draft Registration Statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains

Table of Contents As confidentially submitted to the Securities and Exchange Commission on May 27, 2021 This Amendment No.

April 16, 2021 DRS

As confidentially submitted to the Securities and Exchange Commission on April 15, 2021 This draft registration statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains strictly confidential

Table of Contents As confidentially submitted to the Securities and Exchange Commission on April 15, 2021 This draft registration statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains strictly confidential.

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