Tribridge Partners Financial LLC
● SEC registered since 2024CRD 326489SEC# 801-129200Columbia, MD
Reg. AUM
$1.6B
Employees
23
Accounts
535
Location
Columbia, MD
Tribridge Partners Financial LLC assets under management
Tribridge Partners Financial LLC is an investment advisory firm registered with the SEC based in Columbia, MD. The firm has been registered since 2024. It reports $1.6 billion in regulatory assets under management and employs 23 people.
Tribridge Partners Financial LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra F. Von Ferstel | Secretary | Under 5% | 2026 |
| Ashleigh Cooper Swayze | Chief Compliance Officer | Under 5% | 2024 |
| Craig J Reid | Chief Executive Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Tribridge Partners Financial LLC manage?
Tribridge Partners Financial LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Tribridge Partners Financial LLC have?
Tribridge Partners Financial LLC reports 23 employees.
Where is Tribridge Partners Financial LLC located?
Tribridge Partners Financial LLC is based in Columbia, MD and has been SEC-registered since 2024.
Does Tribridge Partners Financial LLC disclose fund performance?
Tribridge Partners Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6721 Columbia Gateway Drive, Suite 100, Columbia, MD 21046 |
| Phone | 240-422-8799 |
| Office hours | 8-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.6B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.6Bregulatory AUM
Discretionary $407.4MNon-discretionary $1.19B