Sumridge Partners, LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 152437
- Registered since
- August 20, 2010
- Website
- www.sumridge.com
Firm profile
FINTRXOverview
Sumridge Partners, LLC is organized as a limited liability company with ownership that includes a domestic entity and an individual. Publicly available records classify the firm as unclassified; little public detail is provided about its client segments, fee schedules, or day-to-day advisory activities. Available data indicate the firm does not operate as a capital allocator and does not identify as an active ESG investor. It is not documented as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser. Beyond those high-level attributes, the firm's investment strategies, product mix, and service offerings are not disclosed in the source material.
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
3 of 3James Sickling
Chief Operating Officer, Fixed Income Capital MarketsCRD 1240810
Katherine Shim
Chief Compliance OfficerCRD 4204142

Katherine Larson
Chief Accounting OfficerCRD 5323150
Contacts
3 of 40
Anna Manning
Vice PresidentCRD 5299528
Megan Williams
Registered AssociateCRD 3137039

Christopher Catlin
DirectorCRD 1759063
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jersey City, NJ
Hudson
Location
Jersey City, NJ
Headquartered in Jersey City, NJ, 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
- Hudson
- Address
- 111 Town Square Pl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Moomoo Financial Inc.
Broker-DealerJersey City, NJ
Hartfield, Titus & Donnelly, LLC
Broker-DealerJersey City, NJ
Pershing Advisor Solutions LLC
Broker-DealerJersey City, NJ
Tzero Securities, LLC
Broker-DealerJersey City, NJ
Magv Securities, Inc.
Broker-DealerJersey City, NJ
Watermill Institutional Trading LLC
Broker-DealerJersey City, NJ