Sumridge Partners, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
44
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
152437
Registered since
August 20, 2010

Firm profile

FINTRX

Overview

Sumridge Partners, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2010. Ownership is listed as a mix of a domestic entity and an individual. In FINTRX classifications the firm is marked as "Unclassified." The firm's profile indicates it is not a capital allocator and does not identify as an active ESG investor. Additional service-type flags in the dataset show it is not designated as a multi-state adviser, not newly formed, and not listed as a pension consultant or related adviser. The source data does not include descriptive detail about the firm's investment strategy, fee schedule, target client segments, or everyday advisory activities, so those elements cannot be characterized from this record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • James Sickling

    Chief Operating Officer, Fixed Income Capital MarketsCRD 1240810

  • Katherine Shim

    Chief Compliance OfficerCRD 4204142

  • Katherine Larson

    Katherine Larson

    Chief Accounting OfficerCRD 5323150

Contacts

3 of 41
  • Anna Manning

    Anna Manning

    Vice PresidentCRD 5299528

  • Megan Williams

    Registered AssociateCRD 3137039

  • Christopher Catlin

    Christopher Catlin

    DirectorCRD 1759063

Unlock 38 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth