Southbridge Capital Partners LLC

Overview

Southbridge Capital Partners LLC is an independent, owner-operated registered investment adviser that serves individual and family clients on a fee-for-assets basis. The firm provides portfolio management for individuals and small businesses and acts as a capital allocator by selecting and allocating to third-party managers. It identifies equities as a core preference and maintains an affiliation with an insurance company; it does not position itself as an ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices