MIDBRIDGE ADVISORS LP

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
16
Advisory reps
3

Firm details

Headquarters
DENVER, Colorado
CRD number
330056
Registered since
April 12, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Midbridge Advisors LP is organized as a limited partnership and registered with the SEC in 2024. The firm identifies its client base as institutional and lists portfolio management for investment companies as its primary advisory activity. Ownership is reported as a combination of a domestic entity and an individual. Midbridge is not classified under a specific adviser category in the source data. The firm’s reported fee arrangements include both a percentage-of-assets-under-management component and performance-based fees, which aligns with the management of pooled investment vehicles. Midbridge does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANDREW SPRING

    Chief Financial Officer, Managing Director, Portfolio ManagerCRD 4743071

  • Robert Baker

    Chief Financial OfficerCRD 5503485

Contacts

1 of 1
  • JOHN FITZGERALD

    Managing Director, Co-FounderCRD 6014268

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
101 University Blvd
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth