Sumridge Partners, LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 152437
- Registered since
- August 20, 2010
- Website
- www.sumridge.com
Firm profile
FINTRXOverview
Sumridge Partners, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2010. Ownership is listed as a mix of a domestic entity and an individual. In FINTRX classifications the firm is marked as "Unclassified." The firm's profile indicates it is not a capital allocator and does not identify as an active ESG investor. Additional service-type flags in the dataset show it is not designated as a multi-state adviser, not newly formed, and not listed as a pension consultant or related adviser. The source data does not include descriptive detail about the firm's investment strategy, fee schedule, target client segments, or everyday advisory activities, so those elements cannot be characterized from this record.
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
3 of 3James Sickling
Chief Operating Officer, Fixed Income Capital MarketsCRD 1240810
Katherine Shim
Chief Compliance OfficerCRD 4204142

Katherine Larson
Chief Accounting OfficerCRD 5323150
Contacts
3 of 41
Anna Manning
Vice PresidentCRD 5299528
Megan Williams
Registered AssociateCRD 3137039

Christopher Catlin
DirectorCRD 1759063
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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