Stonebridge Advisors LLC
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
FINTRXOverview
Stonebridge Advisors LLC is a limited liability company that operates as an institutional registered investment adviser. The firm provides discretionary portfolio management for individuals and small businesses, investment companies, and other institutions, and charges advisory fees as a percentage of assets under management. Stonebridge is registered with the SEC (registered in 2005). Its client base includes both individual/family clients and institutional accounts. Filings list several firm roles and affiliations beyond advisory work, including connections to broker-dealer activity, other investment adviser entities, commodity pool/CTA activity, and sponsorship or managing-member roles in pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities90%
- Other11%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3
David Mcgarel
Chief Investment OfficerCRD 2945880
James Bowen
President and CEOCRD 1123316
Samantha Addonizio
Chief Compliance Officer and CounselCRD 2855022
Contacts
3 of 10Robert Wolf
Executive Vice PresidentCRD 4234911
Marie-belle Mikue
Senior Analyst, TraderCRD 6111787
Shefki Vinca
Vice President, Senior TraderCRD 4995379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$13.9M in ETFs
100%
$13.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO PREFERRED ETF (PGX) | Invesco | Passive | Preferred Stock | $13.3M | 1,230,714 | 96.02% |
Location
Wilton, CT
Fairfield
Location
Wilton, CT
Headquartered in Wilton, CT, 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
- Fairfield
- Address
- 10 Westport Rd
- Time zone
- ET (UTC-5)
- Office locations
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