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 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
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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