# Tenbridge Partners LLC

> Tenbridge Partners LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 159378
- Filed as: TENBRIDGE PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159378
- AdvisorCensus page: https://advisorcensus.com/firm/tenbridge-partners-llc-portland-or-159378

## Quick answers

**How is Tenbridge Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tenbridge Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Tenbridge Partners LLC located?**
Tenbridge Partners LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Tenbridge Partners LLC registered with the SEC or a state?**
Tenbridge Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 159378.

**How much does Tenbridge Partners LLC manage?**
Tenbridge Partners LLC reports $109,988,674 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (98% discretionary).

**How have Tenbridge Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Tenbridge Partners LLC: Regulatory assets under management: $97,411,738 in the October 2021 data and $109,988,674 in the October 2026 data, up 13%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tenbridge Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (311); high net worth individuals (45).

**Which custodians does Tenbridge Partners LLC use?**
Tenbridge Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tenbridge Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159378

**Does Tenbridge Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "TenBridge Partners does not impose a minimum account size."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> TenBridge Partners does not impose a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $109,988,674
- Discretionary: $108,241,481
- Non-discretionary: $1,747,193

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 311 | $50,725,919 |
| High net worth individuals | 45 | $59,262,755 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tenbridgepartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $97,411,738 | 4 | June 23, 2021 |
| October 2022 | $62,474,958 | 5 | June 29, 2022 |
| October 2025 | $103,291,519 | 5 | February 18, 2025 |
| October 2026 | $109,988,674 | 5 | March 26, 2026 |

Regulatory assets under management: $97,411,738 in the October 2021 data and $109,988,674 in the October 2026 data, up 13%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tenbridge Partners LLC (CRD 159378): Form ADV filing data as of October 2026.