STONEBRIDGE ADVISORS LLC

Overview

Stonebridge Advisors LLC is an SEC-registered investment adviser organized as an LLC and operating since 2005. The firm manages portfolios for individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, management for investment companies, and portfolio mandates for businesses and other institutions. Stonebridge is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. Beyond advisory work, the firm maintains several industry roles: it is affiliated with broker-dealer activities, acts as or is affiliated with other investment advisers, and has connections to commodity pool operator/CTA functions. The firm also appears to sponsor or serve as GP/managing member of pooled investment vehicles and related limited partnership structures, indicating involvement with pooled or private investment vehicles in addition to its advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices