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 in 2024. Public disclosures for the firm are sparse: ownership is listed as a combination of a domestic entity and an individual, and the firm’s regulatory classification is recorded as unclassified. The available records indicate Stonebridge is not designated as a capital allocator, not an active ESG investor, and it is not identified as a multistate adviser, pension consultant, or related adviser. The firm has not provided details about its advisory services, client segments, fee schedule, investment approach, or affiliations. Because those operational and investment details are absent from the source data, there is no basis to describe specific strategies, product menus, or service lines.
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 3Elizabeth Attanasio
FinOpCRD 5325007

Jonathan Tantillo
Vice President, Relationship ManagerCRD 7836697
Caden McGlinn
Junior AnalystCRD 7966877
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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