TENBRIDGE PARTNERS LLC

Overview

Tenbridge Partners LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting, and client education—including publications and workshops—alongside its role as an insurance broker. Its fee arrangements are flexible, offering percentage-of-AUM billing as well as hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Investment activity at the firm is equity-focused. Tenbridge shows a clear preference for exchange-traded equities as the central allocation in client portfolios, while supplementing those exposures with mutual funds and selected private-placement opportunities. The firm does not position itself as an active ESG investor and is not reported as a multi-state adviser for regulatory classification purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices