← Directory
TRIBRIDGE PARTNERS FINANCIAL LLC
CRD 326489File 801-129200
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 17, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.