Stonebridge Capital Management Inc
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 106073
- Registered since
- January 6, 1969
- Website
- www.stonebridgecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.78%
- Individuals5.37%
- Pension & Profit Sharing Plans2.94%
- Charitable Organizations0.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stonebridge Capital Management Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1969. The firm operates as a corporation with an owner-type listed as individual and serves both individual and family clients as well as institutional clients. Its advisory model centers on discretionary portfolio management for individuals, small businesses and institutions, and the firm offers pension consulting services as part of its capabilities. Fee arrangements include percentage-of-AUM billing and fixed fees. Stonebridge does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds15%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Contacts
3 of 3Richard Barrett
President & PrincipalCRD 4344598
Gillian Goldman
Advisory ConsultantCRD 8188704
Debra Newman
Managing Director & PrincipalCRD 4344627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$6.4M in ETFs
100%
$6.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $1.3M | 6,637 | 19.65% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1801 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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