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TRIBRIDGE PARTNERS FINANCIAL

Business and Investment Profile

The TRIBRIDGE PARTNERS FINANCIAL is a publicly held investment adviser that advises $1.6Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TRIBRIDGE PARTNERS FINANCIAL is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 32.97% over the last 1-years.

Regulatory Profile

The Group has been registered with the SEC for 2.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6721 COLUMBIA GATEWAY DRIVE SUITE 100, COLUMBIA, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 23 employees comprised of 7 investment and 16 non-investment staff. The total number of Employees decreased by 8% over the last 2-years.

Asset Profile

Their $1.6Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 120 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $1.22Bn or 76.51% of Total Assets and High Net Worth Individuals own $352.87mn or 22.08% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

TRIBRIDGE PARTNERS FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: TRIBRIDGE PARTNERS FINANCIAL

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Keywords: Tribridge Partners Financial, Tribridge
Generated 2026-09-12T06:49:03.3806326.  © 2026 Convergence.