Sumridge Partners, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
44
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
152437
Registered since
August 20, 2010

Firm profile

FINTRX

Overview

Sumridge Partners, LLC is organized as a limited liability company and is registered with the SEC since 2010. FINTRX classifies the firm as "Unclassified" and indicates ownership includes both a domestic entity and an individual. The firm's profile contains minimal public disclosure about its advisory model: fields for client types, fee structure, and specific advisory activities are not populated in the available record. The record flags several negative indicators explicitly: Sumridge Partners is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser per FINTRX, is not a pension consultant, and has no related adviser listed. FINTRX also states the firm has not provided information about its activities and affiliations.

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

3 of 3
  • Katherine Larson

    Katherine Larson

    Chief Accounting OfficerCRD 5323150

  • Katherine Shim

    Chief Compliance OfficerCRD 4204142

  • James Sickling

    Chief Operating Officer, Fixed Income Capital MarketsCRD 1240810

Contacts

3 of 41
  • Jadon Bridges

    Jadon Bridges

    Senior Vice President, OperationsCRD 4942886

  • Bryan Gervais

    Bryan Gervais

    DirectorCRD 5286391

  • Eric Bicknese

    Eric Bicknese

    DirectorCRD 5540215

Unlock 38 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Hudson
Address
111 Town Square Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth