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 is registered with the SEC in 2024. Public disclosures for the firm are sparse: ownership is listed as a combination of a domestic entity and an individual, and the firm’s regulatory classification is recorded as unclassified. The available records indicate Stonebridge is not designated as a capital allocator, not an active ESG investor, and it is not identified as a multistate adviser, pension consultant, or related adviser. The firm has not provided details about its advisory services, client segments, fee schedule, investment approach, or affiliations. Because those operational and investment details are absent from the source data, there is no basis to describe specific strategies, product menus, or service lines.

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