STONERIDGE INVESTMENT PARTNERS
Firm details
- Headquarters
- RADNOR, Pennsylvania
- CRD number
- 109261
- Registered since
- August 10, 1999
- Website
- stoneridgeinvestments.com
- Custodians
- PRINCIPAL SECURITIES, INC., U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government58.91%
- Insurance Companies41.09%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stoneridge Investment Partners is an SEC-registered advisory firm organized as a limited liability company and operating since 1999. The firm serves institutional clients and provides portfolio management for businesses and institutions, charging fees as a percentage of assets under management. Stoneridge identifies as an unclassified adviser, is not positioned as a capital allocator, and does not report active ESG investing. It is not a multi-state or newly formed adviser, and it does not describe itself as a pension consultant or related adviser. Industry affiliation is listed as an other investment adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 5BENNETT LOMAX
Chief Executive Officer and PresidentCRD 5669387
WAYNE LEEVY
Chief Financial OfficerCRD 4068567
JOSEPH STOCKE
Chief Investment Officer & Managing DirectorCRD 4378066
Contacts
3 of 3PHILIP BROWN
Founder & Managing PartnerCRD 1394949
DONALD CALDWELL
Elected ManagerCRD 4379928
OSAGIE IMASOGIE
Elected ManagerCRD 4998610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RADNOR, PA
DELAWARE
Location
RADNOR, PA
Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 201 King of Prussia Rd
- Time zone
- ET (UTC-5)
- Office locations
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