SourcingSourcing

TWIN BRIDGE CAPITAL PARTNERS, LLC

C19
CRD 160403·SEC 801-74132·CHICAGO, IL
AUM
$5.20B
$1B+
Est. Revenue
$52.0M
@ 1% on AUM
Est. EBITDA
$15.6M
@ 30% margin
Est. Deal Value
$124.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TWIN BRIDGE CAPITAL PARTNERS, LLC
CRD
160403
SEC file #
801-74132
EIN
462898885
DBA names
—

Economics

AUM
$5.20B
AUM band
$1B+
AUM trajectory
'20'26
$1.82B → $5.20B▲ +187%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
22
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'20'26
10 advisors → 22 advisors▲ +120%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
twinbridgecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THRIVENT FINANCIAL FOR
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
THRIVENT FINANCIAL FOR
GALLAGHER, BRIAN, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
TWINBRIDGECAPITAL.COM
Rdap Domain Creation Date
2005-09-08T23:22:06Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001599480
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2014-02-27
Edgar Last Filing Date
2014-02-27
Edgar Form D Count
1
Edgar Form D Offerings
2014-02-272014-02-27 · 0001599480-14-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan18
E*trade4
Edgar Addresses
Mailing
30 S. WACKER DRIVESUITE 1740CHICAGO, IL 60606
Business
30 S. WACKER DRIVESUITE 1740CHICAGO, IL 60606
Edgar EIN
462898885
Edgar Recent Filings
D2014-02-27 · 0001599480-14-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-08T23:22:06Z
Rdap Domain Last Changed
2022-09-03T06:17:16Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (4)

4
GALLAGHER, BRIAN, PATRICK
Direct Owner · 17.5%
6019725
LANIGAN, PATRICK, JOHN
Direct Owner · 17.5%
6019726
PETRONZIO, F, MATTHEW
Direct Owner · 17.5%
4506459
PEMPEK, MARYJANE, NMN
Executive Officer · 2.5%
6019711