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 listed as SEC-registered since 2010. Ownership is identified as a combination of a domestic entity and an individual. The firm’s regulatory profile is classified as Unclassified in the available records, and several adviser flags are negative: it is not identified as a capital allocator, not a multi-state adviser, not an active ESG investor, not a newly formed adviser, not a pension consultant, and not a related adviser. The firm has not provided descriptive information about its advisory activities, client types, fee structure, or areas of manager allocation interest. Publicly available entries are therefore sparse, leaving basic operating focus and client-facing services unspecified.

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

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Recent M&A activity

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Recent filings

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Awards

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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