STONEBRIDGE CAPITAL PARTNERS LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
328918
Registered since
July 10, 2024

Firm profile

FINTRX

Overview

Stonebridge Capital Partners LLC is organized as a limited liability company and shows an SEC registration date of 2024. Ownership is listed as a combination of a domestic entity and an individual; the firm's classification is recorded as unclassified. The profile indicates Stonebridge is not positioned as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser. It is also not listed as a pension consultant or a related adviser. The firm did not provide granular disclosure around client segments, fee arrangements, specific advisory activities, or manager allocation preferences in the source data.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRADLEY BARLOW

    CEOCRD 7837380

Contacts

3 of 3
  • Caden McGlinn

    Junior AnalystCRD 7966877

  • ELIZABETH ATTANASIO

    FinOpCRD 5325007

  • Jonathan Tantillo

    Vice President, Relationship ManagerCRD 7836697

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth