Stonebridge Partners LLC
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Learn more about Stonebridge Partners LLC
Overview
Stonebridge Partners LLC operates as a financial advisor company that has its headquarters in White Plains, New York. The company handles $123.3 million in assets across 18 client accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The firm has a small group, including 5 financial advisors. Stonebridge Partners LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets such as equities, options and bonds.
Stonebridge Partners LLC manages all of the firm's client assets on a discretionary basis. Discretionary management means that transaction choices are made by a portfolio manager without requiring the customer's authorization. Stonebridge Partners LLC manages about $6.8 million for each customer account. An average advisor at Stonebridge Partners LLC oversees about four client accounts, placing it among the most individualized advisor firms in the country.
The firm's main office is at 81 Main Street, White Plains, New York 10601.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stonebridge Partners LLC by the Numbers
$123.3 million
6
18
$6.8 million
Fee Structure
Financial management fees usually vary depending on the type of services provided. However, fee types charged by the firm can consist of any blend of the following fee structures: asset-based, fixed or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Stonebridge Partners LLC caters to pooled investment vehicles. Out of its 18 customers, Stonebridge Partners LLC's biggest client group is pooled investment vehicles. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stonebridge Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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