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 listed as SEC-registered since 2010. Ownership is identified as a combination of a domestic entity and an individual. The firm’s regulatory profile is classified as Unclassified in the available records, and several adviser flags are negative: it is not identified as a capital allocator, not a multi-state adviser, not an active ESG investor, not a newly formed adviser, not a pension consultant, and not a related adviser. The firm has not provided descriptive information about its advisory activities, client types, fee structure, or areas of manager allocation interest. Publicly available entries are therefore sparse, leaving basic operating focus and client-facing services unspecified.
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
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