Trowbridge Capital Partners LLC. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 24, 2026, reports $26M in regulatory assets under management, 1 employee, 1 office, and 8 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
2
2
Other Advisers
50.0%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$26Mas of March 24, 2026
Discretionary60.8%
$16M
61% of total RAUM60.8%
Non-discretionary39.2%
$10M
39% of total RAUM39.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$26M
Total Accounts8
10Y AUM Change+$26M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee4:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.