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 is listed as SEC-registered in 2024. Ownership is described as a combination of a domestic entity and an individual. Public disclosures from the firm are sparse: it is classified as "Unclassified" in the available snapshot, does not identify as a capital allocator, and is not flagged as an active ESG investor or a multi-state adviser. The firm has not provided descriptions of its investment focus, client types, fee structure, or advisory activities. The record shows a discrepancy between the SEC registration year and the firm's self-description: while registration is recorded as 2024, the firm does not identify itself as a newly formed adviser. That, plus the limited public detail, suggests either an early-stage advisory setup or minimal public filing information at this time.
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 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
Similar firms
Madison Capital Markets LLC
Broker-DealerNewport Beach, CA
Roth Capital Partners, LLC
Broker-DealerNewport Beach, CA
JDL Securities Corporation
Broker-DealerNewport Beach, CA
Global Digital Markets
Broker-DealerNewport Beach, CA
Pacific Select Distributors, LLC
Broker-DealerNewport Beach, CA
CWS Investments
Broker-DealerNewport Beach, CA