Trowbridge Capital Partners LLC

RIASEC RegisteredEst. 2018
Total AUM
$25.8M
Discretionary
$15.7M
61% of AUM
Avg account
$3.2M
Accounts
8
Employees
1
Advisory reps
4

Firm details

Headquarters
,
CRD number
297764
Registered since
July 19, 2018
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI60.8%
  • Other Investment Advisers39.2%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Trowbridge Capital Partners LLC is a small, owner-operated advisory firm that registered with the SEC in 2018 and focuses on portfolio management for individuals and small businesses. The firm reports a client base made up of both high-net-worth individuals and institutional relationships and charges fees as a percentage of assets under management. Investment activity is equity-centric, with a stated preference for non-exchange-traded equities as the primary asset type. The adviser supplements core equity allocations with pooled vehicles and third‑party managers to provide exposures the firm does not run in-house. Trowbridge does not position itself as an active ESG investor and operates without multi-state adviser status noted in its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 70%, Public Funds/Mutual Funds 20%, Exchange Traded Equities 10%70%
  • Non-Exchange Traded Equities70%
  • Public Funds/Mutual Funds20%
  • Exchange Traded Equities10%

Owners & executives

1 of 1
  • Susan Mitchell

    Susan Mitchell

    Chief Compliance OfficerCRD 1453956

Contacts

3 of 3
  • Brett Golden

    Brett Golden

    Co-Founder & PresidentCRD 3073338

  • Stanley Dickson

    Stanley Dickson

    FounderCRD 1716109

  • Louis Lukac

    Louis Lukac

    Senior Vice President and Portfolio Manager​CRD 1898653

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth