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 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
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 3Elizabeth Attanasio
FinOpCRD 5325007

Jonathan Tantillo
Vice President, Relationship ManagerCRD 7836697
Caden McGlinn
Junior AnalystCRD 7966877
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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