STONE BRIDGE ASSET MANAGEMENT, LLC

Overview

Stone Bridge Asset Management, LLC is an independent RIA organized as an LLC that focuses on serving individual and family clients through discretionary portfolio management and financial planning. The firm combines direct portfolio management with the selection and oversight of outside advisers and pooled vehicles; its regulatory filings identify it as a capital allocator and a sponsor/manager of pooled investment vehicles. Fee arrangements include both a percentage-of-assets model and fixed fees. Investment activity is centered on pooled public vehicles—primarily mutual funds and other public funds—rather than concentrated individual-stock strategies. The firm does not identify itself as an active ESG investor. It also deploys private placements as an alternative sleeve for clients who need private-market exposure, and it provides pension consulting and selection-of-adviser services for smaller institutional and business clients in addition to individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices