STONEBRIDGE PARTNERS LLC

RIASEC RegisteredEst. 2012
Total AUM
$99.4M
Discretionary
$99.4M
100% of AUM
Avg account
$7.1M
Accounts
14
Employees
4
Advisory reps
3

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 owner-managed private equity firm that registers with the SEC (first registered in 2012) and serves institutional clients. The firm functions primarily as sponsor, general partner and managing member of pooled investment vehicles rather than as a third-party capital allocator. Its advisory activity centers on managing pooled private equity funds. Fee arrangements include fixed fees, performance-based fees and other structures. Stonebridge does not identify as an active ESG investor.

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

1 of 1
  • charles howe

    Controller and Chief Compliance OfficerCRD 7975330

Contacts

2 of 2
  • William Connors

    Managing PartnerCRD 7489377

  • Stephen Hanna

    Managing PartnerCRD 7489381

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