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TROWBRIDGE CAPITAL PARTNERS LLC.

· CRD 297764 · IAPD ↗ · trowbridgellc.com · 646-360-3574

$25.8MRegulatory AUM
1Advisory reps
1Employees
4Clients
0Planning clients
0Private funds
2States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TROWBRIDGE CAPITAL PARTNERS LLC. reported RAUM down 33% ($38.3M -> $25.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2026 — TROWBRIDGE CAPITAL PARTNERS LLC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — TROWBRIDGE CAPITAL PARTNERS LLC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.