Trowbridge Capital Partners LLC.

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Client assets under management

$15,700,000

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$7,850,000

About

Trowbridge Capital Partners provides discretionary portfolio management and separately managed account services primarily for high‑net‑worth individuals and institutional clients, and may serve other investment advisers through subadvisory arrangements. The firm charges asset‑based fees and develops written investment policy statements for each client as part of its ongoing portfolio management and reporting process.

Trowbridge employs quantitative analysis focused on mid‑ to large‑cap U.S. equities and offers named strategies—including Dynamic Alpha, Concentrated Aggressive Growth, and a Dynamic Low Volatility approach—that typically hold positions on the order of 50 to 200 days and can move to 100% cash in stressed markets. The firm also operates an “All Weather Alternative Allocation” framework and supplies model allocations and risk‑management information to third‑party TAMPs for non‑discretionary SMAs.

The firm is small and concentrated relative to many peers, with a limited client count and principals who maintain outside business activities that the brochure discloses—including ownership or licensing of technology platforms and trading‑software businesses, employment at another advisory firm, and a principal who is a significant financier and the firm’s largest client—arrangements the firm identifies as potential conflicts of interest. Trowbridge also discloses a prior SEC settlement relating to hypothetical performance advertising and states it has revised relevant policies and procedures.

Client services

Portfolio management Subadviser services

Expertise

Active portfolio management Concentrated stock management Private / alternative investments

Fee options

Percentage

$100,000 - $500,001: 0.90% $500,002 - $999,999: 0.80% $1,000,000 - $1,999,999: 0.70% $2,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.55% $10,000,000 - $19,999,999: 0.45% $20,000,000 - $50,000,000: 0.35% $5,000,000 - $9,999,999: 0.50% $10,000,000 - $99,999,999: 0.40% $100,000,000+: 0.30% $1,000,000 - $9,999,999: 0.35% $10,000,000 - $39,999,999: 0.30% $40,000,000 - $79,999,999: 0.27% $80,000,000 - $199,999,999: 0.25% $200,000,000+: 0.22% $200,000 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.60%

Other

Account minimum: $100,000

Main office location

Trowbridge Capital Partners LLC.

New York NY, United States

Number of offices

Most active in

Indiana · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 646-360-3574

Advisors at this firm

Brett G

Series 63

New York, NY

Trowbridge Capital Partners LLC.

Brett Golden is a financial advisor at Trowbridge Capital Partners LLC with four years of industry experience. He holds a Series 63 designation and has been with Trowbridge Capital Partners since 2018. In addition to his advisory role, he is the founder of The Chart Lab, a company that provides software solutions for portfolio management and quantitative investment research through monthly subscriptions. Trowbridge Capital Partners is a single-advisor independent firm offering portfolio management and model-driven strategies primarily for high-net-worth individuals, pension and profit-sharing plans, corporations, insurance companies, and other investment advisers. The firm employs a quantitative investment process focused on mid- to large-cap U.S. equities within an All Weather framework, and it also serves as a subadviser and model provider to third-party platforms.

Active portfolio management Concentrated stock management Private / alternative investments

Louis L

Series 63, Series 65, Series 66

Indianapolis, IN

Trowbridge Capital Partners LLC.

Louis Lukac is a financial advisor with Trust Investment Advisors in Indianapolis, IN, holding Series 63, 65, and 66 licenses and over one year of industry experience. He is also the sole owner and president of Wizard Trading Inc., a company that leases software used to analyze trading strategies involving futures contracts, options, and hedge strategies. Additionally, Lukac serves as managing member and chief investment officer of Trowbridge Capital Partners LLC, which manages portfolios for a limited number of clients. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm uses model portfolios overseen by an investment committee and employs both fundamental and technical analysis, including options strategies and tax-aware trading.

Active portfolio management Concentrated stock management Private / alternative investments

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