Stonebridge Advisors LLC

RIASEC Registered

Total AUM

$11.8B

Discretionary

$11.8B

100% of AUM

Avg account

$3.2M

Accounts

3,739

Employees

Advisory reps

Firm details

Headquarters: Wilton, Connecticut
CRD number: 134017
Registered since: February 18, 2005
Website: www.stonebridgeft.com
Custodians: CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM
Client types: Investment Companies86.67%
Other Investment Advisers11.18%
Pension & Profit Sharing Plans0.61%
Individuals0.57%
HNWI0.43%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stonebridge Advisors LLC is an institutional registered investment adviser that provides portfolio management across individual, family and institutional clients. The firm is registered with the SEC and first registered in 2005. Its business model centers on discretionary portfolio management for individuals/small businesses, investment companies, and other businesses or institutions, and it charges fees as a percentage of assets under management. Beyond advisory services, Stonebridge operates in several industry roles: it is affiliated with broker-dealers and other investment advisers, and it lists activities as a sponsor, general partner or managing member of pooled investment vehicles and as a CPO/CTA. Those roles imply the firm both advises managed accounts and sponsors or manages pooled funds or commodity/derivative-focused vehicles. Stonebridge does not identify itself as an active ESG investor and is not described as a capital allocator.