SOUTHBRIDGE CAPITAL PARTNERS LLC

Overview

Southbridge Capital Partners LLC is a small, fee-based registered investment adviser that works primarily with individual and family clients. The firm’s business model centers on discretionary portfolio management and the selection of third-party advisers and managers. Southbridge acts as a capital allocator for its clients, blending direct public equity exposure with allocations to external alternative fund managers rather than running extensive in-house private strategies. The firm reports it does not pursue ESG screening as a core part of its investment process. Investment practice emphasizes equities as the primary return engine, delivered through exchange-traded equities and ETFs on a separately managed account (SMA) basis. Southbridge supplements public-market exposure with mutual funds and corporate debt to manage income and risk, and it engages outside managers for access to private equity, venture capital, hedge funds, real estate and liquid alternatives when suitable for a client’s objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices