SourcingSourcing

MIDBRIDGE ADVISORS LP

C29
CRD 330056·SEC 801-129627·DENVER, CO
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MIDBRIDGE ADVISORS LP
CRD
330056
SEC file #
801-129627
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Investment Companies1

Operations

Employees (total)
16
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
12 advisors → 12 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
midbridge.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILLENNIUM BRIDGE CAPITAL
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
MILLENNIUM BRIDGE CAPITAL
MIDOCEAN CREDIT PARTNERS
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
MIDBRIDGE.COM
Rdap Domain Creation Date
2011-08-15T18:11:47Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
NameCheap, Inc.

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-15T18:11:47Z
Rdap Domain Last Changed
2024-03-18T23:52:07Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
160345
Trust Company Affiliate
Yes

People (6)

6
MILLENNIUM BRIDGE CAPITAL
Direct Owner · 62.5%
160345
MIDOCEAN CREDIT PARTNERS
Direct Owner · 17.5%
151578
MIDOCEAN US ADVISOR, L.P.
Direct Owner · 17.5%
151488
FITZGERALD, JOHN, PATRICK
Executive Officer · 2.5%
6014268
SPRING, ANDREW, LAWRENCE
Executive Officer · 2.5%
4743071
Baker, Robert, Lance
Executive Officer · 2.5%
5503485