{
  "crd_number": 331473,
  "slug": "southbridge-capital-partners-llc-chattanooga-tn-331473",
  "primary_business_name": "SOUTHBRIDGE CAPITAL PARTNERS LLC",
  "legal_name": "SOUTHBRIDGE CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": "Chattanooga",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "16860",
  "metro": {
    "cbsa_code": "16860",
    "common_name": "Chattanooga",
    "msa_name": "Chattanooga, TN-GA",
    "path": "/advisors/tn/chattanooga"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-05-29",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": 8241557.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 8241557.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 4119416.0,
      "count": 17
    },
    "high_net_worth_individuals": {
      "raum": 4122141.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "TN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331473",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "CHATTANOOGA",
  "url": "https://advisorcensus.com/firm/southbridge-capital-partners-llc-chattanooga-tn-331473",
  "display_name": "Southbridge Capital Partners LLC",
  "summary": "Southbridge Capital Partners LLC is a state-registered investment advisory firm in Chattanooga, TN, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.",
  "citation": "AdvisorCensus. Southbridge Capital Partners LLC (CRD 331473): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Southbridge Capital Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Southbridge Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Southbridge Capital Partners LLC located?",
      "a": "Southbridge Capital Partners LLC's principal office is in Chattanooga, TN, according to its Form ADV."
    },
    {
      "q": "Is Southbridge Capital Partners LLC registered with the SEC or a state?",
      "a": "Southbridge Capital Partners LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331473."
    },
    {
      "q": "How much does Southbridge Capital Partners LLC manage?",
      "a": "Southbridge Capital Partners LLC reports $8,241,557 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Southbridge Capital Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (1)."
    },
    {
      "q": "Does Southbridge Capital Partners LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331473"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/southbridge-capital-partners-llc-chattanooga-tn-331473.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 4119416.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 4122141.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331473",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}