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 and is registered with the SEC since 2010. FINTRX classifies the firm as "Unclassified" and indicates ownership includes both a domestic entity and an individual. The firm's profile contains minimal public disclosure about its advisory model: fields for client types, fee structure, and specific advisory activities are not populated in the available record. The record flags several negative indicators explicitly: Sumridge Partners is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser per FINTRX, is not a pension consultant, and has no related adviser listed. FINTRX also states the firm has not provided information about its activities and affiliations.
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
3 of 3
Katherine Larson
Chief Accounting OfficerCRD 5323150
Katherine Shim
Chief Compliance OfficerCRD 4204142
James Sickling
Chief Operating Officer, Fixed Income Capital MarketsCRD 1240810
Contacts
3 of 41
Jadon Bridges
Senior Vice President, OperationsCRD 4942886

Bryan Gervais
DirectorCRD 5286391

Eric Bicknese
DirectorCRD 5540215
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
Essex Securities LLC
Broker-DealerJersey City, NJ
R.W. Smith & Associates, LLC
Broker-DealerJersey City, NJ
Lord Abbett Distributor LLC
Broker-DealerJersey City, NJ
Pershing Advisor Solutions LLC
Broker-DealerJersey City, NJ
Nylife Distributors LLC
Broker-DealerJersey City, NJ
Dealerweb LLC
Broker-DealerJersey City, NJ