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 is listed as SEC-registered in 2024. Ownership is described as a combination of a domestic entity and an individual. Public disclosures from the firm are sparse: it is classified as "Unclassified" in the available snapshot, does not identify as a capital allocator, and is not flagged as an active ESG investor or a multi-state adviser. The firm has not provided descriptions of its investment focus, client types, fee structure, or advisory activities. The record shows a discrepancy between the SEC registration year and the firm's self-description: while registration is recorded as 2024, the firm does not identify itself as a newly formed adviser. That, plus the limited public detail, suggests either an early-stage advisory setup or minimal public filing information at this time.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Jonathan Tantillo

    Vice President, Relationship ManagerCRD 7836697

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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