SourcingSourcing

TENBRIDGE PARTNERS LLC

B54
CRD 159378·SEC 801-132129·PORTLAND, OR
AUM
$110.0M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$330K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TENBRIDGE PARTNERS LLC
CRD
159378
SEC file #
801-132129
EIN
—
DBA names
—

Economics

AUM
$110.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$110.0M → $110.0M▬ 0%
Client mix
Individuals Other311
Individuals High Net Worth45

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
tenbridgepartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAWRENCE, ERIK, FW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LAWRENCE, ERIK, FW
THURMAN, SCOTT, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TENBRIDGEPARTNERS.COM
Rdap Domain Creation Date
2011-06-10T18:55:10Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-10T18:55:10Z
Rdap Domain Last Changed
2025-06-11T14:36:56Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4565203
Trust Company Affiliate
No

People (4)

4
LAWRENCE, ERIK, FW
IAR · Direct Owner · 87.5%
4565203
THURMAN, SCOTT, CHARLES
IAR · Executive Officer · 2.5%
5688946
Elizabeth Mack Van Vleet
IAR
7333244
Sirra Rosana Anderson-Crum
IAR
7309565