FirstBridge Private Bond Fund is available for advisor-intermediated placement with accredited investors.
FirstBridge is structured to fit cleanly into the advisor workflow — from due diligence through client onboarding to ongoing reporting. We built the fund for the advisor channel, and our back-office is built to support it.
Here are the four things advisors consistently highlight when evaluating FirstBridge for their income-oriented clients.
The 7% preferred return accrues daily and pays quarterly — creating a tangible, recurring income event that reinforces client confidence in their allocation. This is not a back-end return; it's income they receive while invested.
No second-position or unsecured exposure. Every dollar deployed by the fund is secured by a recorded first-lien deed of trust — giving your clients seniority over any other creditor of the borrower on that property.
6–18 month loan terms keep the portfolio adaptive. Unlike long-dated private debt, short durations allow the fund to reset pricing quickly in response to changing rate environments and market conditions.
You are the primary relationship for your clients. FirstBridge handles investor onboarding, quarterly statements, and back-office functions — but all investor-facing communications flow through you, not around you.
FirstBridge works best for clients who are seeking predictable income from outside the equity markets, have the minimum $100,000 available to commit, and understand that private debt is illiquid by nature.
FirstBridge is appropriate for clients with a meaningful alternative allocation, not a client putting their first $100K to work. The minimum investment should represent a reasonable, diversified allocation within a broader portfolio.
Clients drawn to FirstBridge are typically looking for a reliable income stream — not capital appreciation. They understand and accept the 5-year investment hold period and are not dependent on this capital for near-term liquidity.
FirstBridge is not a registered security. It is a Reg D private placement. Clients should understand that there is no secondary market, no daily NAV, and no FDIC protection. The fund is appropriate for the alternatives sleeve of a diversified portfolio.
Clients who have conviction in the Texas real estate market — its population growth, economic diversity, and housing demand — may find FirstBridge's collateral base compelling as a long-term foundation.
We've designed every step of the advisor workflow to minimize friction and keep you in control of your client relationship.
Submit your inquiry below. We'll send you the PPM, LP Agreement, fund fact sheet, and a summary of the fund's underwriting standards — everything you need to complete your initial due diligence.
We're available to answer your questions, walk through the fund structure, and discuss how FirstBridge fits into specific client portfolio contexts. Most advisor conversations take 30–45 minutes.
Once you've completed your due diligence, you're authorized to present FirstBridge to qualified accredited investors in your book. We can provide client-facing materials to support your presentation.
You coordinate the subscription agreement and capital wire. FirstBridge sends a welcome letter directly to your client confirming their subscription, and you receive a copy. Your client receives quarterly statements through you.
Complete this form and a member of our team will respond within one business day with the advisor due diligence package.