Stonebridge Capital Partners LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
328918
Registered since
July 10, 2024

Firm profile

FINTRX

Overview

Stonebridge Capital Partners LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with registration recorded in 2024. Ownership is listed as a mix of a domestic corporate entity and an individual. The firm's profile is categorized as "Unclassified" in the snapshot data. Fields in the FINTRX entry indicate Stonebridge Capital Partners does not identify as a capital allocator, does not position itself as an active ESG investor, is not flagged as a multi-state adviser, and is not listed as a pension consultant or a related adviser. The FINTRX file provides only high-level administrative attributes and does not outline a detailed service mix, target client segments, or specific advisory activities. That limited disclosure makes it difficult to infer strategy, client focus, or channel relationships from the snapshot alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Bradley Barlow

    CEOCRD 7837380

Contacts

3 of 3
  • Elizabeth Attanasio

    FinOpCRD 5325007

  • Jonathan Tantillo

    Jonathan Tantillo

    Vice President, Relationship ManagerCRD 7836697

  • Caden McGlinn

    Junior AnalystCRD 7966877

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth