Trowbridge Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 297764
- Registered since
- July 19, 2018
- Website
- www.trowbridgellc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities70%
- Public Funds/Mutual Funds20%
- Exchange Traded Equities10%
Owners & executives
1 of 1
Susan Mitchell
Chief Compliance OfficerCRD 1453956
Contacts
3 of 3
Brett Golden
Co-Founder & PresidentCRD 3073338

Stanley Dickson
FounderCRD 1716109

Louis Lukac
Senior Vice President and Portfolio ManagerCRD 1898653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Berger Asset Management, Inc.
RIATurlock, CA
Wealth 73, LLC
RIAKirwan Capital
RIAUpstream Financial Advisors LLC
RIADerryrush Wealth
RIAWest Sayville, NY
Iacangelo Financial Group, LLC
RIAPortsmouth, NH