Investment adviser · CRD 111447

STONEBRIDGE CAPITAL ADVISORS LLC

Investment adviser filing (IA)

ST. PAUL, MN, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$2.52B
Form ADV · Item 5.F
Client accounts
3,151
Accounts, not individual clients
Employees
31
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals538$1,371,273,28554.4%
Individuals1,071$414,282,05816.4%
Insurance companies15$364,017,09214.4%
Charities31$145,922,3175.8%
Investment companies1$110,999,3504.4%
Corporations & businesses18$97,339,2843.9%
Retirement plansFewer than 5$10,357,3490.4%
Other investment advisersFewer than 5$5,449,4880.2%
Filing source

Form ADV 2060026 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets

Principal office

2550 UNIVERSITY AVENUE WEST, SUITE 455-S
ST. PAUL, MN, 55114-1017, United States

CRD 111447

Filing source

Form ADV 2060026 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.