Sumridge Partners, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
43
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 has been registered with the SEC since 2010. The firm's ownership is listed as a combination of a domestic entity and an individual. In the available snapshot it carries an "unclassified" designation for its classification. The firm is not identified as a capital allocator and does not report being an active ESG investor. It is also listed as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

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
  • James Sickling

    Chief Operating Officer, Fixed Income Capital MarketsCRD 1240810

  • Katherine Shim

    Chief Compliance OfficerCRD 4204142

  • Katherine Larson

    Katherine Larson

    Chief Accounting OfficerCRD 5323150

Contacts

3 of 40
  • Anna Manning

    Anna Manning

    Vice PresidentCRD 5299528

  • Megan Williams

    Registered AssociateCRD 3137039

  • Christopher Catlin

    Christopher Catlin

    DirectorCRD 1759063

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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