STONEBRIDGE CAPITAL MANAGEMENT INC

Overview

Stonebridge Capital Management Inc. is a long-established advisory firm that registers with the SEC and operates as a privately held corporation. The firm serves both individual and family clients as well as institutional accounts, offering portfolio management for individuals, small businesses and institutions, plus pension consulting services. Its fee model combines a percentage-of-AUM component with fixed-fee arrangements, which supports both ongoing discretionary management and project-based consulting work. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded positions, while supplementing portfolios with mutual funds and corporate debt. Stonebridge maintains a material allocation to third-party alternative managers—covering areas such as venture capital, private placements, real estate, commodities and oil & gas—which indicates a willingness to use illiquid or specialized exposures to diversify return streams and source non-correlated returns. The firm is not flagged as an active ESG investor in filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices