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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TENBRIDGE PARTNERS LLC

CRD 159378

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67ec948c-d19b-cb60-33ca-2462e02155e5

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Mar 16, 2018 to Mar 26, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $110MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $108M
Private client RAUM: $110MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $27.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 600
Individual clients: 311
High net worth clients: 45
Custody, client assets: $110M
SEC number: 801-132129
CRD: 159378
Filings on the tape: 14
First filed: Mar 16, 2018
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, OR
Website: tenbridgepartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Sirra Rosana Anderson-Crum	Certified Financial Planner	Sierra Vista, AZ \| PORTLAND, OR	5	10	n/a	no
SCOTT CHARLES THURMAN	n/a	PORTLAND, OR	5	17	2	no
Elizabeth Mack Van Vleet	n/a	PORTLAND, OR	5	13	n/a	no
ERIK FW LAWRENCE	Certified Financial Planner	PORTLAND, OR	1	23	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LAWRENCE, ERIK, FW	PRESIDENT AND MANAGING PARTNER	E	yes	10/2011	Mar 16, 2018	Jun 29, 2022
THURMAN, SCOTT, CHARLES	CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER	Na	yes	08/2019	Mar 31, 2020	Jun 29, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$110M	$108M	5	2	n/a	n/a
2024	Feb 18, 2025	$103M	$102M	5	2	n/a	n/a
2021	Mar 31, 2022	$69.1M	$69.1M	4	2	n/a	n/a
2020	Mar 25, 2021	$97.4M	$97.4M	4	2	n/a	n/a
2019	Mar 31, 2020	$118M	$118M	5	3	n/a	n/a
2018	Mar 29, 2019	$110M	$110M	6	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$110M	$103M	6.5%	n/a	n/a	5	5	0	0

Relationships

Registered with (6)

← ERIK FW LAWRENCEAdvisorregistration: current employment
Nov 18, 2024 to presentfactForm ADV
← Elizabeth Mack Van VleetAdvisorregistration: current employment
May 20, 2021 to presentfactForm ADV
← SCOTT CHARLES THURMANAdvisorregistration: previous registration
Nov 5, 2012 to Nov 30, 2015factForm ADV
← Sirra Rosana Anderson-CrumAdvisorregistration: current employment
Nov 3, 2020 to presentfactForm ADV
← MARK PHILIP CURRIERAdvisorregistration: previous registration
Jan 18, 2013 to Mar 1, 2021factForm ADV
← PHILIP JOEL RICHMANAdvisorregistration: previous registration
Apr 23, 2012 to Jan 11, 2021factForm ADV

Controls (2)

← LAWRENCE, ERIK, FWOwnerPRESIDENT AND MANAGING PARTNER, ownership code E, individual
Mar 16, 2018 to Jun 29, 2022factForm ADV
← THURMAN, SCOTT, CHARLESOwnerCHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER, ownership code NA, individual
Mar 31, 2020 to Jun 29, 2022factForm ADV

Dated events

Occurred
Mar 31, 2020
Control person joined
Charles Scott Thurman (Chief Compliance Officer And Operations Manager) appeared on Schedule A of Tenbridge Partners Llc
Form ADVobserved 4 days ago
Occurred
May 31, 2019
Control person left
Sarah Suzanna Mckirdie (Operations Manager And Chief Compliance Officer) no longer on Schedule A of Tenbridge Partners Llc (listed 2019-03-29, absent 2019-05-31)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2018
First Form ADV filing
Tenbridge Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67ec948c-d19b-cb60-33ca-2462e02155e5
First observed: Mar 16, 2018
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TENBRIDGE PARTNERS LLC

CRD 159378

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67ec948c-d19b-cb60-33ca-2462e02155e5

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Sirra Rosana Anderson-Crum

Certified Financial Planner

Sierra Vista, AZ | PORTLAND, OR

n/a

SCOTT CHARLES THURMAN

n/a

PORTLAND, OR

Elizabeth Mack Van Vleet

n/a

PORTLAND, OR

n/a

ERIK FW LAWRENCE

Certified Financial Planner

PORTLAND, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LAWRENCE, ERIK, FW

PRESIDENT AND MANAGING PARTNER

yes

10/2011

Mar 16, 2018

Jun 29, 2022

THURMAN, SCOTT, CHARLES

CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER

yes

08/2019

Mar 31, 2020

Jun 29, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$110M

$108M

n/a

2024

Feb 18, 2025

$103M

$102M

n/a

2021

Mar 31, 2022

$69.1M

n/a

2020

Mar 25, 2021

$97.4M

n/a

2019

Mar 31, 2020

$118M

n/a

2018

Mar 29, 2019

$110M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$110M

$103M

6.5%

n/a