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TRIBRIDGE PARTNERS FINANCIAL LLC
CRD 326489File 801-129200
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.60B
Top 25% of cohort (national)
Discretionary AUM
$407.4M
Non-discretionary $1.19B
Clients
352
535 accounts
Employees
23
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 15, 2024
- Principal office
- 6721 COLUMBIA GATEWAY DRIVE, SUITE 100, COLUMBIA, MD, 21046
- Phone
- 240-422-8799
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60B
- Discretionary AUM
- $407.4M
- Non-discretionary AUM
- $1.19B
- Discretionary accounts
- 417
- Non-discretionary accounts
- 118
- Total accounts
- 535
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $359K |
| High net worth individuals | 174 | $352.9M |
| Pension and profit sharing plans | 118 | $1.22B |
| Individuals (other than high net worth individuals) | 58 | $22.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 25 | 23 | decreased by2 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 173 | 352 | increased by179 |
| Mar 1, 2026 | AUM | $1,201,915,665 | $1,598,146,294 | increased by$396,230,629 |
| Mar 1, 2026 | Accounts | 257 | 535 | increased by278 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRIBRIDGE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRIBRIDGE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.