Investment adviser · CRD 106341
STONEBRIDGE CAPITAL MANAGEMENT
Investment adviser filing (IA)
STONEBRIDGE FINANCIAL INC
PARAMUS, NJ, United States · Form ADV filed Feb 28, 2024
- Regulatory AUM
- $198M Form ADV · Item 5.F
- Client accounts
- 458 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 92 | $145,547,720 | 73.6% |
| Individuals | 198 | $50,006,742 | 25.3% |
| Retirement plans | 3 | $1,889,305 | 1.0% |
| Corporations & businesses | 2 | $271,335 | 0.1% |
| Charities | 1 | $96,378 | 0.0% |
Filing source
Form ADV 1832257 · Feb 28, 2024 · 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 fundsThe 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: Feb 28, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
52 FOREST AVENUEPARAMUS, NJ, 07652, United States
CRD 106341
Filing source
Form ADV 1832257 · Feb 28, 2024 · 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.