Stonebridge Partners LLC

RIASEC Registered
Total AUM
$99.4M
Discretionary
$99.4M
100% of AUM
Avg account
$7.1M
Accounts
14
Employees
4
Advisory reps
2

Firm details

Headquarters
White Plains, New York
CRD number
160018
Registered since
March 30, 2012
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stonebridge Partners LLC is an individually owned limited liability company that operates as a private equity-focused advisory firm. The firm is registered with the SEC (registration completed in 2012) and primarily serves institutional clients. Its core advisory activity is portfolio management for pooled investment vehicles, and it also functions as a sponsor, general partner, and managing member of pooled funds. The firm’s commercial model combines fixed fees with performance-based compensation and other fee arrangements. Stonebridge does not present itself as a capital allocator and is not identified as an active ESG investor. It is not described as a multi-state adviser in the provided extract.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

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Contacts

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Wealth teams

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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

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
81 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth