Stonebridge Capital Partners LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 328918
- Registered since
- July 10, 2024
Firm profile
FINTRXOverview
Stonebridge Capital Partners LLC is organized as a limited liability company and appears in SEC registration records in 2024. The firm's ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and reports several negative flags: it does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied public details about its client base, fee schedules, core business activities, or advisory offerings. FINTRX also indicates no disclosed activities or affiliations, so Stonebridge’s investment focus, target client segments, and service model cannot be determined from the available record.
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
Owners & executives
1 of 1Bradley Barlow
CEOCRD 7837380
Contacts
3 of 3Caden McGlinn
Junior AnalystCRD 7966877
Elizabeth Attanasio
FinOpCRD 5325007

Jonathan Tantillo
Vice President, Relationship ManagerCRD 7836697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 201 Shipyard Way
- Time zone
- PT (UTC-8)
- Office locations
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