|
⚲
|
| Keyboard |
| Tribridge Partners Financial LLC
✚
|
|
|---|---|
| CRD # | 326489 |
| SEC # | 801-129200 |
| CIK # | 0002083677 |
| AUM | 1,598.1 M (2026-06-30) |
| Employees | 23 (30% Investors, 35% Brokers) |
| Phone | 240-422-8799 |
| Address | 6721 Columbia Gateway Drive Columbia, MD 21046 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.8 | ||
| Apple Inc | 1.8 | ||
| Intuit Inc | 1.2 | ||
| Amazon Com Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Starbucks Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 22.2 |
| (b) Individuals (high net worth individuals) | 174 | 352.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 118 | 1,222.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 1,598.1 |
| By Discretionary | ||
| Discretionary | 417 | 407.4 |
| Non-Discretionary | 118 | 1,190.8 |
| Total | 535 | 1,598.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,598.1 | |
| Total | 535 | 1,598.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083677] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
NBT Capital Management Inc
✚
|
NY | 1,608.5 M |
|
Bouchey Financial Group Ltd
✚
|
NY | 1,606.5 M |
|
Tanager Wealth Management LLP
✚
|
1,604.4 M | |
|
Linden Global Strategies LLC
✚
|
NY | 1,602.9 M |
|
New Advisory Services LLC
✚
|
WI | 1,602.0 M |
|
Naviter Wealth LLC
✚
|
AR | 1,601.9 M |
|
FountainCap Research & Investment Hong Kong Co Limited
✚
|
1,601.8 M | |
|
Alta Capital Management LLC
✚
|
UT | 1,598.6 M |
|
Tanglewood Wealth Management Inc
✚
|
TX | 1,590.9 M |
|
Rollins Financial Advisors LLC
✚
|
GA | 1,588.3 M |