Trowbridge Capital Partners LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,700,000
Clients
2
Advisors
2
across 2 offices
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
Expertise
Fee options
$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%
Account minimum: $100,000
Main office
See officeNew York NY
Advisors at this office
1
Offices (2)
Most active in
Indiana · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Louis L
Series 63, Series 65, Series 66
Indianapolis, IN
Trowbridge Capital Partners LLC.
Louis Lukac is a financial advisor at Trowbridge Capital Partners LLC with eight years at the firm and six years with Trust Investment Advisors. He holds Series 63, 65, and 66 designations and has 24 years of experience as the owner and president of Wizard Trading Inc., a company that leases software for analyzing trading strategies involving futures contracts, options, and hedge strategies. Lukac manages portfolios at Trowbridge while also receiving licensing fees for his software. Trowbridge Capital Partners provides discretionary portfolio management and separately managed account services primarily for high-net-worth individuals and institutional clients. The firm employs quantitative analysis focused on mid- to large-cap U.S. equities and offers various named strategies, including Dynamic Alpha, Concentrated Aggressive Growth, and Dynamic Low Volatility approaches.
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