Stonebridge Capital Partners LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 328918
- Registered since
- July 10, 2024
Firm profile
FINTRXOverview
Stonebridge Capital Partners LLC is organized as a limited liability company and is registered with the SEC (registration year 2024). Public profile fields classify the firm as "Unclassified" and identify ownership as a combination of a domestic entity and an individual. The firm's public data flags it as not operating as a capital allocator and not positioning itself as an active ESG investor. It is also not listed as a multi-state adviser, not a pension consultant, and not identified as a related adviser. Beyond those registration and classification items, the firm has not supplied descriptive information about its business activities, advisory offerings, fee structure, or target client types in the material provided.
Assets & Accounts
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
Owners & executives
1 of 1Bradley Barlow
CEOCRD 7837380
Contacts
3 of 3Caden McGlinn
Junior AnalystCRD 7966877
Elizabeth Attanasio
FinOpCRD 5325007

Jonathan Tantillo
Vice President, Relationship ManagerCRD 7836697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 201 Shipyard Way
- Time zone
- PT (UTC-8)
- Office locations
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