Sumridge Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
43
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 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

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 40
  • Anna Manning

    Anna Manning

    Vice PresidentCRD 5299528

  • Megan Williams

    Registered AssociateCRD 3137039

  • Christopher Catlin

    Christopher Catlin

    DirectorCRD 1759063

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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