Stonebridge Advisors LLC

RIASEC RegisteredEst. 2005

Total AUM

$11.8B

Discretionary

$11.8B

100% of AUM

Avg account

$3.2M

Accounts

3,739

Employees

Advisory reps

Firm details

Headquarters: Wilton, Connecticut
CRD number: 134017
Registered since: February 18, 2005
Website: www.stonebridgeft.com
Custodians: CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM
Client types: Investment Companies86.67%
Other Investment Advisers11.18%
Pension & Profit Sharing Plans0.61%
Individuals0.57%
HNWI0.43%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stonebridge Advisors LLC is an SEC-registered investment adviser formed in 2005 and organized as an LLC with domestic/individual ownership. The firm serves both high-net-worth individuals and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope centers on discretionary portfolio management across individuals/small businesses, investment companies, and other businesses or institutions. Stonebridge does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant. In its regulatory filings the firm also records affiliations with broker-dealers and other adviser roles; it acts in sponsor/GP capacities for pooled investment vehicles and as sponsor of limited partnerships, indicating involvement beyond pure advisory mandates.