Stonebridge Capital Management Inc
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 106073
- Registered since
- January 6, 1969
- Website
- www.stonebridgecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.78%
- Individuals5.37%
- Pension & Profit Sharing Plans2.94%
- Charitable Organizations0.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stonebridge Capital Management Inc. is a privately owned corporation that has been SEC-registered since 1969 and serves both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses as well as for business and institutional accounts, and it offers pension consulting services. Its fees combine a percentage-of-AUM component with fixed fees. Stonebridge does not self-identify as an active ESG investor and is not organized as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities78%
- Public Funds/Mutual Funds15%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Contacts
3 of 3Richard Barrett
President & PrincipalCRD 4344598
Gillian Goldman
Advisory ConsultantCRD 8188704
Debra Newman
Managing Director & PrincipalCRD 4344627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1801 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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