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    Manu RobertsTD Cowen

    Manu Roberts's questions to Bridge Investment Group Holdings Inc (BRDG) leadership

    Manu Roberts's questions to Bridge Investment Group Holdings Inc (BRDG) leadership • Q3 2024

    Question

    Manu Roberts, on behalf of Bill Katz, asked how the high concentration of institutional inflows in Q3 would impact the future outlook for transaction revenues and management fee rates.

    Answer

    CFO Katherine Elsnab explained that a greater shift toward institutional investors typically results in slightly lower management fee rates and a smaller contribution from transaction fees as a percentage of total revenue over time. CEO Jonathan Slager added that while transaction fees will grow from their current low base, the changing investor and fund mix means they will constitute a smaller portion of the overall revenue profile compared to periods like 2021.

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