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MIDBRIDGE ADVISORS LP

DENVER, CO · CRD 330056 · IAPD ↗ · midbridge.com · 303-454-5453

$0Regulatory AUM
12Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
August 2026 — MIDBRIDGE ADVISORS LP (DENVER, CO) left the SEC roster (was $0 RAUM, 12 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
32
September 2024 — MIDBRIDGE ADVISORS LP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
September 2024 — MIDBRIDGE ADVISORS LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
September 2024 — MIDBRIDGE ADVISORS LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
May 2024 — MIDBRIDGE ADVISORS LP (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 12 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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