Stonebridge Asset Management LLC

Overview

Stonebridge Asset Management LLC is a small, privately owned advisory firm organized as an LLC that focuses on portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and does discretionary portfolio work: its reported discretionary assets match total AUM. Stonebridge does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not structured as a capital allocator or a pension consultant. The firm has an affiliation with an insurance company, which aligns with its use of insurance-linked products in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives